You should expect a long term, collaborative relationship with a trusted partner. Financial planning is an ongoing process of gathering information on your finances and on current tax laws and our economy, then looking at the variables that affect outcomes (such as inflation, early/late retirement, career changes), and seeing which decisions have the most potential to improve the outcome. We work through this process with clients on an ongoing basis, providing education and advice that can continuously help you make decisions to increase your wealth and reduce your risk of going broke.