Financial Planning

Working together in seeking to build a trusted relationship

Our approach to financial planning has been designed with you in mind. From our initial meeting together, we work diligently to learn as much as we can about you—personally as well as financially—as we guide you through our planning process.*


01. Discovery

By completing a confidential personal profile, you enable us to gain a better understanding of what you are looking for.

02. Analysis

We provide a detailed analysis of your finances, and then determine how to establish suitable long-term financial goals.

03. Plan Development

We develop a selection of appropriate strategies and offer recommendations as to which are most aligned with your needs.

04. Implementation

After attentive consideration, we identify the best strategy to implement and put your personalized plan into action.

05. Monitoring

We maintain consistent communication with you as we carefully observe your portfolio along with changing market conditions and make any necessary adjustments.

Client Relationship Summary


*Financial Planning offered through Summit Investment Advisors

Read Chapter 1, Summit to New Heights, from our book Summit to Retirement: Finding Success on Your Financial Trek.

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