Our Process

The Journey Financial Planning Process guides you along a sound path to assist in reaching your financial destination: 

Financial Planning Process

  1. Recognize your current situation
  2. Identify your goals and concerns
  3. Analyze your options
  4. Formulate your strategies
  5. Implement your plan
  6. Review your plan periodically

What we can’t describe to you – what you may not fully understand until you have experienced it-is the tremendous weight of concern that’s lifted from you when you have a clear destination.  No one can relieve you of the responsibility for your family’s financial success, but a sound financial plan and purpose-driven financial planner can take away much of the anxiety and worry you would experience otherwise.  That is the greatest thing a financial plan can accomplish.

While you may have started planning using financial software packages, magazines or self-help books, we have expertise to help you evaluate your level of risk in your portfolio and adjust your plan due to changing family circumstances.  What you are paying for when you hire an advisor is not just information – you can get that from anywhere.  You’re paying for experience – the difference between information and wisdom.