Our Process

At Partners in Financial Planning, our process is centered on YOU. We take the time to explain complicated financial topics in an easy-to-understand manner so that everyone is on the same page regarding the financial planning strategy and implementation.


Get Acquainted icon
Get Acquainted

We want to get to know you! During a 30- to 60-minute, no-cost initial meeting we will discuss your goals and aspirations.

Get Acquainted icon Get Acquainted

We want to get to know you! During a 30- to 60-minute, no-cost initial meeting we will discuss your goals and aspirations.

Create Plan icon
Create Plan

We develop a customized plan that addresses your specific goals and needs with a holistic approach to your financial wellness.

Create Plan icon Create Plan

We develop a customized plan that addresses your specific goals and needs with a holistic approach to your financial wellness.

Follow Through icon
Follow Through

We will guide you as you live out your plan, and meet with you regularly to assure you of your progress.

Follow Through icon Follow Through

We will guide you as you live out your plan, and meet with you regularly to assure you of your progress.

Long Term Investing icon
Long-Term Investing

Financial planning is an ongoing process. Investing should be seen as a long-term commitment.

Long Term Investing icon Long-Term Investing

Financial planning is an ongoing process. Investing should be seen as a long-term commitment.

Diversification icon
Diversification

Every investment has risk and offers potential rewards. We help you evaluate your goals and tolerance for risk, and determine an investment allocation that makes sense for you

Diversification icon Diversification

Every investment has risk and offers potential rewards. We help you evaluate your goals and tolerance for risk, and determine an investment allocation that makes sense for you

No Market Timing icon
No Market Timing

We believe in sticking with an allocation developed just for you through the inevitable ups and downs of the market.

No Market Timing icon No Market Timing

We believe in sticking with an allocation developed just for you through the inevitable ups and downs of the market.

We partner with you to plan for life’s moments.

You dream it. We plan it. You live it.