Frequently Asked Questions

We need to get serious for a minute. Financial planning will require work from you up front. Although we strive to take as much off your plate as possible, planning is a collaborative effort. We expect timely sending of documents, completion of assigned tasks, and providing the information we need to complete implementation work on your behalf.Some of the work might feel arduous, like when you decide you want to get serious about losing weight. All we ask is for you to put one foot forward to the best of your ability, follow through with what you commit to doing, and make progress.Here's an outline of our planning process.

That depends on the specific item. As much as possible, we do the heavy lifting. Many action items will require at least some input or information from you. Occasionally, you have to bear the full responsibility such as a lovely life insurance health assessment.Here are links to what the ongoing implementation of your plan will look like.

Sometimes financial planning has tangible, measurable value such as when we find a tax deduction or credit you can claim. Other times, financial planning is difficult to measure such as your peace of mind or delegation of financial responsibility. Here's a visual from a financial planning industry guru that might crystallize it further.