Foundation Program

Our Foundation Program is designed to help our clients build the right foundation for them and their family to ensure their entire financial house is in order.  This entails many areas of your life but is focused primarily around these five core areas:  

Cash Flow Planning

We help put together a savings and spending plan that is right for you and your family.  

Insurance Planning

We help make sure you and your family are protected from the risk of death, disability, and/or financial hardship through loss of income.  

Estate Planning

We help you and your family set up your estate and assets properly per your desires.

Retirement Planning

We help you and your family prepare for retirement and/or financial independence.  

Investment Planning

We help you and your family create an investment plan and we manage this plan for you based on your risk tolerance, goals, and objectives.  

Program Steps

Step One - Strategy Session


This is our complimentary discovery meeting where we will get a better understanding of your situation.  This will include your ROL as well as your Life Stages.

Step Two - New Client Meeting


This meeting will get you and your family set up in creating your plan and pulling in all of your financial data so we can start the process.

Step Three - ROL Meeting


This meeting will dive deeper into ROL for you and your family and will entail additional tools to uncover your past and how you want to create your future.

Step Four - Investment Meeting


This meeting will be about investing and will discuss our investment process.  It will include a plan for achieving your overall investment goals and objectives.

Step Five - Client Review Meeting


This meeting will review the progress made since you started the program.  We will discuss next steps and go over your intentions on what you would like to accomplish moving forward.  



These are ongoing and can take place in a number of ways.  We will be checking in with you on a regular basis to see how things are coming along and to see if anything has changed for you and your family's situation.