Our Process - Financial Planning
The MILESTONE™ Planning Process
The MILESTONE™ Planning Process is designed to organize your life plan into achievable milestones. By prioritizing your financial decision making, our process allows you to focus on taking methodical, actionable steps towards accomplishing your financial goals.
We begin at MILESTONE 1, outlining your financial necessities and collaborating with you on creating a roadmap to ensure that you save and invest each year for what is truly important to you and your family.
We help to keep you on course throughout the process by working with you to ensure your financial priorities, or ‘needs’ (i.e. retirement), are funded annually before moving on to lesser priorities, or ‘wants’ (i.e. buying a house on the beach).