Every journey begins with a first step. Simply clicking this 

button allows you to schedule a quick 15 minute, no strings attached, call with our team. During the call we will perform our version of financial triage. We will listen and then offer one of three paths:

1. Simply answer the question and thank you for the call.

2. Refer a resource that can best address your need.

3. Schedule a meeting to determine if you are a candidate for Financial Planning.

E- Examine the situation

Before we get down to crunching numbers, we’ll talk about the things that are most important to you:, family, community, pastimes, church, and even work. We’ll ask a lot of questions about what you are really thinking, feeling, worried about; your experiences with money; and what you have accomplished so far. Together we’ll figure out where you stand.

G- Give strategies

Holistic planning, provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help pursue each of your goals.

I- Implement the best options

Now that the strategies and solutions are in place, its time to put them to work.  During the implementation phase we will begin the process of making the plan a reality.

N- Navigate future challenges

Just when you make plans life happens-and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change and adjust your plans over time as necessary.                       

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