Financial Planning We help you make smart, informed financial decisions. Is my savings sufficient for retirement?Can I retire at the age I want?How can I plan for the unexpected?When should I take social security?Can I afford to pay for my child's college education?Can I purchase a second home? Our Process Initial sit-down: We'll get to know you and review your financial goals to ascertain your strengths and weaknesses--and then put together a customized plan that is easy to understand.Annual or Semi-Annual meetings: It's important to monitor and update the plan as time goes on. During the year we will check-in to ensure the plan is moving forward.As-needed meetings: Every client is different. That's why we are available to you at any time to review unexpected obstacles or windfalls. We believe in a proactive approach to your financial plan.Online Access: You will have options for online access where you can monitor your plan and make adjustments at any time. Data is updated on a daily basis.