Broker Check

Financial Planning

Why Financial Planning?


Every client is unique, and your goals are too. Our advice stems from a customized financial plan built around your specific circumstances and your financial goals.  After building a plan, we can begin making recommendations for you.




Your Financial Planning Process

First, we’ll host a “discovery” session where we will gather information regarding your goals and your finances.

Second, after your Puzzle advisor analyzes and builds your financial plan, they present the results in detail to you.    

Third, we will discuss results and strategies with you.  Next steps will be agreed upon and implementation will be executed to the highest standards.     

Annually, we’ll update your plan with you.  The complexity will evolve over time, meaning you will receive greater value from your advisor's expertise and experience.  

A Sample of Your Experience

What are your goals?

What are your goals?

Through our discovery meeting with you, we will take the time to uncover all of your financial goals.  

© MoneyGuide, Inc. Reproduced with permission. All rights reserved.

© MoneyGuide, Inc. Reproduced with permission. All rights reserved.

Are you in good shape and where is there room to improve?

Are you in good shape and where is there room to improve?

We'll use statistical analysis, accounting for variability of in your investment portfolio to determine your probability of financial success.   We'll look for ways to improve that probability.

Our Ongoing Commitment to You

Life doesn’t always go according to plan.  Your goals can change.  People come and go from your life.  Yesterday’s priorities might not seem as important.  That is why we will review and update your financial plan annually with you, to ensure our investment strategies are in line with your vision of tomorrow!

We don’t put our clients into boxed categories… you are unique and so is your financial plan.