A Goals Report shows where you stand today compared to your status at the time of your original Financial Plan or at the time of your first meeting with us.

This report is an attempt to quantify your current status as it relates to your original goals.

A Financial Advisor that Encourages You to Plan and Set New Goals

We understand that goals change and are happy to assist you with setting new goals throughout the financial planning process.

We believe that dreams and goals are always in a state of evolution and that our role as your financial advisor is to work around your goals, not limit you to a specific plan that no longer reflects your desires.

We encourage you to continue to think about your goals, modifying them and refining them as necessary as your circumstances or desires change.

Before Your First Visit

Please print and complete the Financial Planning Checklist and bring it to your first appointment.