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Our Process

We strive to meet every need of our clients' financial lives. We do this by making financial plans that are tailored for each individual client. If you work with us, this is a snapshot of the process we take clients through. 

Discover

Discover

The first meeting will be focused on getting to know you. We want to discover what you care about, what your needs are, what your goals are, and what keeps you up at night. No specific advise will be given at this step because we want to take the time to digest what we learned and create solutions for you. 

Explore

Explore

In this meeting, we will present you with some recommendations based on what you told us in the previous meeting. We may teach you about various financial concepts to give context and insight. There may be multiple ways to attaining your goals and we will explore all of them with you, culminating into financial plan that will give you action steps. 

Impact

Impact

Finally, we will assist you with enacting the plan that you put in place. We handle any accounts that need to be opened, transfers that need to occur, and investments that need changing. We also provide you with a personal client website that is a one-stop shop to view all of your financial assets. We want to impact you and your family in a positive way by improving your financial security. 

CFP Insurance Services Financial Adviser