Our Process

At Partners in Financial Planning, 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 strategy and implementation.

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

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

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

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

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

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.