Our Planning Methodology
A structured yet flexible approach to understanding your financial landscape
Comprehensive Assessment
We examine your complete financial picture rather than focusing narrowly on isolated aspects without considering broader context.
Adaptive Process
Our methodology adjusts to your specific situation, priorities, and pace rather than forcing you through rigid predetermined steps.
Our Team
Michael Chen
Senior Advisor
With over fifteen years guiding clients through financial decisions, Michael focuses on helping people clarify priorities and explore approaches aligned with their values. He specializes in working with families navigating significant life transitions.
Rebecca Walsh
Planning Consultant
Rebecca brings a thoughtful, detail-oriented approach to financial consultations. She particularly enjoys working with young professionals establishing their first comprehensive financial plans and appreciates the long-term relationships that develop through ongoing guidance.
David Okonkwo
Client Advisor
David's background in both finance and counseling informs his empathetic advisory style. He excels at helping clients articulate concerns they struggle to express and creating comfortable environments for discussing sensitive financial matters openly and honestly.
Our Process
Initial Connection
We begin with a complimentary consultation to understand your current situation, immediate concerns, and what you hope to gain from working with an advisor. This conversation helps both of us determine whether our approach suits your needs.
Comprehensive Review
If we proceed together, we conduct a thorough examination of your financial landscape including income sources, obligations, current approaches, and future aspirations. This foundation informs all subsequent discussions and considerations we explore.
Priority Clarification
We work collaboratively to identify what matters most to you financially. This might include security, flexibility, legacy considerations, or other factors unique to your values and life circumstances that should guide decision-making.
Option Exploration
We discuss various approaches that might address your priorities, examining potential benefits and considerations for each. This conversation helps you understand trade-offs and make informed decisions aligned with your comfort level and timeline.
Ongoing Partnership
Financial planning continues beyond initial sessions as circumstances evolve. We maintain regular contact, review progress, discuss emerging concerns, and adjust approaches when life changes warrant reconsidering previous decisions. Results may vary based on individual commitment and external factors.
Our Difference
How our approach compares to typical experiences