Financial Planning Our approach to financial planning centers on learning who you are: your background, your future hopes and dreams. We start by looking at where you are today, including a meticulous assessment of your current financial situation. Next we break down how much you earn and how much you spend. Finally, we talk about your legacy, and what you want to happen with your assets when you’re gone. Now we turn our attention to helping you work towards your future goals. We monitor your progress regularly, making adjustments whenever necessary. Although we take the lead, the process of moving you steadfastly toward your life goals is a close collaboration.