I’m sure you’ve heard this term before…but what does it mean? Basically, it’s like “going up in a helicopter” so we take a look at all of the facets of your financial life. Here’s a breakdown of what we’ll work on together:

Of course, you can always contact me with any concerns or if you experience any changes that might alter your financial situation. We will also meet several times a year to go over where you are so you’re comfortable. The question we’re going to keep answering is, “Am I okay?” That way, you keep moving forward each year, knowing you have a solid plan in place.