We begin a financial relationship with a non-financial conversation. We start by getting to know you: your goals, priorities, and concerns. Through deep conversations and a review of your current financial picture, we uncover what matters most to you. We want to see the world through your eyes and know what you would do if you had the time and expertise to dedicate to financial advice.

Next, we begin to create a personalized financial plan tailored to your unique situation focusing first on balance sheet and cash flow. This plan addresses everything from investments and tax strategies to insurance, retirement, and legacy planning … always aligned with your goals. Remember, as a Fee-Only firm, our advice as it relates to insurance comes without the conflict of interest of commission payments.

A plan is only as good as its execution. We guide you through each step, helping you put strategies into action while keeping the process simple, transparent, and stress-free. We will also take a deeper dive into risk review, estate planning, and taxes. Our client service team acts as a concierge to make implementation as stress-free as possible.

One of the original founders of Petra, Dave Forbes use to teach that the value in Financial Planning comes in the “ING.” Lasting Relationships are what we are all about. Life changes, and so should your plan. We continuously track your progress, adjust strategies as needed, and keep you informed, so you always feel confident about your financial future.