Our service models, and how people typically engage with us.
Typically, a client starts work with us by “developing a financial plan.” This engagement is a thorough examination of your financial life – past, present and future. We help you dream big, prepare for the unknown, and create an honest action plan to achieve your goals. Once the develop a financial plan process is complete, many people opt for an ongoing relationship of financial planning, investment management, or both. The frequency of contact and work will depend on your situation and your needs. All financial planning work may be done in person, or virtually through video conferencing and cloud-based software programs. Trail Financial Planning Analogy. Because financial planning can be difficult to visualize, we provide an analogy for each service as if it were a component of planning for, and travelling on, a long backpacking trip.