Our 6 Steps to Thoughtful Financial Planning

Your financial life is a unique blend of your past experiences with money, your current life, and where you want to be in the future. To create your financial plan, we customize our process to support your unique situation.

Throughout our experience, we have found that there are 6 core phases of thoughtful financial planning. We live by these steps and hope you will benefit from them as well!


1. Understand

We want to get to know you as a person. We want to know where you came from, how you got to where you are now, and where you want to go from here.


2. Inspire

Our goal isn’t to point out the mistakes you’ve made or what you’re doing wrong. We want to help you understand how you can use what you have to move to greater heights.


3. Dream

We all have dreams, but why do so many not turn out the way we want? We believe that planning and inspiration lead to success in fulfillment of your dreams.


4. Plan

Taking what you want out of life and customizing the steps you need to take to achieve it.


5. Act

When your financial plan is linked to all the things that are most important to you, it allows you to develop the habits necessary to make good money choices.


6. Monitor

The challenge of a plan is that it doesn’t always goes the way we intend. Being prepared with the right mindset can help guide you through the flexibility you need to change direction.

Want more in-depth information about these six steps?

Download our complete Six Steps to Thoughtful Financial Planning Guide!