Our Process

At Estate & Financial Planning Associates, we are focused on your best interests above all else. We utilize a high-touch approach and believe in personal service. We promise to:

• Thoroughly explain your possible options, while disclosing all risks and fees

• Learn about you, your hopes and dreams, your goals and constraints, answering any questions you may have, as we develop a clear picture of where you are starting and where you want to go

• Evaluate financial alternatives and make specific written recommendations so you can understand how to best achieve your needs and goals

• Help you implement an investment strategy, working with your legal and tax advisors so that we have a coordinated, comprehensive approach

• Measure, manage, and report to you your progress on your goals

• Regularly review and update your strategy to accommodate any new changes so your plan stays optimized, prudent, low-cost and tax smart

5-step process diagram




Our focus as your independent planning resource is to help you define your financial needs, implement a customized strategy to address them, and continue to provide thoughtful, personal service. We strive to help you feel more confident about your decisions, and about the future.