With this foundational information, in partnership with you, we craft specific recommendations that address your concerns, fit your preferences, and create a pathway to reaching your vision and goals as quickly as possible.  The deliverables you can expect at the end of the Pathway Guided Discovery Process℠ are:

• A complete analysis of your current financial state and an overview of any gaps or issues that need to be addressed.

• An overview of recommendations for addressing the gaps and issues that incorporate proactively planning for upcoming life transitions

• A list of available options including pros and cons to consider for reaching your vision and goals.

Additionally, if you choose to work with us on an ongoing basis, we will:

• Assist you in the implementation of recommendations and financial strategies from the Pathway Guided Discovery Process℠.

• Design and execute an investment strategy that supports your financial plan. 

• Track your financial plan and alert you to any adjustments that may be beneficial in response to changes in your situation and the environment.

• Help you stay engaged, motivated, and on the path to achieving your goals and visions. 

• Serve as your ongoing financial partner and guide when thinking through and proactively planning for future life transitions and decisions or dealing with unexpected obstacles.