Our Process The Financial Planning Process is one of the most important pieces to long term success for clients. Expert advice is expected, and ongoing service translates this advice into reality. We are told that working together through the financial planning process increases confidence and reduces stress for clients when it comes to thinking about their personal and financial goals. Getting to know each client personally is an integral part of the process, because it is your preferences that help mold and shape your plan. Would you like to chat about your finances? Name Email Phone Additional Info Thank you! Oops!