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Planning Process

“We maintain regular and consistent contact with you to help ensure your plan is fulfilling your expectations.” 
– Jon Skolnik

Our 3-Step Planning Process

From our initial meeting together, we work closely with you every step of the way to help develop the most appropriate course for your financial future.

STEP 1    STEP 2    STEP 3
Meet and Discover    Prepare and Recommend    Implement and Monitor

We learn about each other. You complete a confidential personal and financial profile, providing an overview of your current finances, risk tolerance and long-term goals.


After gathering your information, we construct a comprehensive financial plan and recommend the strategies we feel are most appropriate for your specific needs.


Once your personal financial plan is implemented, we then seek to monitor and adjust your portfolio on an ongoing basis as you move through the various stages of life.

Financial planning offered through LPL Financial, a Registered Investment Advisor.  

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