We begin by scheduling your "Engaging Meeting" followed up by your "Explore Meeting."  These two meetings are often combined in the same meeting, which provides us the opportunity to learn more about you and your needs, while at the same time, provides you the opportunity to learn more about how I can help you.  Together we explore your needs, goals and objectives and create a “Designed Tax Plan” that is specifically designed for you.
Through this process we thoroughly discuss your situation, make recommendations, answer any questions you may have all the way through to the "Implementation Meeting."      
Your tax planning will be an ongoing process where we continuously “Manage” the plan for you and you will certainly want to have periodic check- ups to ensure you stay on track with your plan.  These check- ups are at least annually and can be more frequent if you so desire.   
With any plan you choose our mission remains the same:  Provide independent and objective advice.  With the advantages of competent, professional planning we seek to empower our clients to make the best decisions possible.