Our financial planning approach is life-centered, holistic, and tailored to your needs. Work collaboratively with a CFP® professional to define your life goals and understand how to align your finances to achieve them. We’ll touch on all the relevant-to-you aspects of your financial life – cash flow, saving, investments, debt reduction, insurance, taxes, estate planning, etc. – to give you the big picture. You'll learn throughout the process and receive a detailed, written plan that addresses the critical financial questions you are facing at this stage of your life journey.

Discovery…helps you get organized and acquaints us with your situation. You begin to get control of your financial life.

Direction…defines your goals and priorities. You achieve clarity as you envision your ideal future.

Choices…examines what-if scenarios and how they impact your probability of success. You gain peace of mind at this stage by mapping a clear path to your goals.

Focus…teaches you how to complete the key actions to move your Plan forward in the year ahead. You are prepared for life’s transitions, both expected and unexpected.

Action…makes your Plan happen with ongoing support from us. You feel the confidence to live the life you want.

While the sessions follow a general structure, we customize the content and order of discussion based on your needs and preferences. We cover the financial topics that are most relevant to you – such as investments, insurance, pension and Social Security strategy, etc. We work in real-time to educate you about your options and recommend actions.

After you build your Plan, the Gatherful® Coach program will help you to take action and guide you through the shifting landscape of your financial life.