FINANCIAL PLANNING

Our approach

  • Discovery,
    i. Gather information about your values, goals and finances
  • Plan Development
    i. Develop a customized plan for you based off the discovery meeting
    ii. Decide on the course of action
  • Plan Execution
    i. Execute the agreed upon plan
  • 60-day Review
    i. Review the agreed upon plan once more and make sure the plan was fully executed.
  • Faithful Watch
    i. Quarterly, semi-annual, annual meetings to review your plan.
    ii. Review, adjust, implement if needed.

FINANCIAL PLANNING

Our approach

  • Discovery,
    i. Gather information about your values, goals and finances
  • Plan Development
    i. Develop a customized plan for you based off the discovery meeting
    ii. Decide on the course of action
  • Plan Execution
    i. Execute the agreed upon plan
  • 60-day Review
    i. Review the agreed upon plan once more and make sure the plan was fully executed.
  • Faithful Watch
    i. Quarterly, semi-annual, annual meetings to review your plan.
    ii. Review, adjust, implement if needed.

LET US LIGHT THE WAY.