Proactive – Relational – Attentive
Hi, I’m Justin.
I’m a Tampa-native Financial Planner who’s a builder at heart. I believe money is a relational tool that can be used to help all kinds of families, both growing and mature, build strong relationships with the people and passion-projects they care about most.
The single most powerful asset we have is our own behavior.
Morgan Housel
Our Planning Process
For our Financial Planning clients, our goals-based process consists of 5 Stages.
Getting to Know You
We will spend as much time as it takes to get a full understanding of your financial picture and what matters most for you to accomplish.
A Current Snapshot
After we are comfortable with all the data, we will share a snapshot of your current status. This serves as our starting point to best understand the steps needed to get you to where you want to be.
Presenting Recommendations
Once a Snapshot is presented we will collaborate on the direction of solutions. This can involve looping in other professionals like CPAs, attorneys, etc., to ensure we get the best version to implement, and begin to craft next steps for each of us.
Implementation
Once we agree upon the next steps we don’t just hand you off to others. We coordinate any additional meetings with CPAs, attorneys, or life insurance exams to ensure each piece of your financial puzzle is put in its place.
Review & Monitor
We schedule quarterly reviews during implementation years of our agreement and semi-annual reviews in maintenance years. This helps us proactively respond to patterns or habits we see forming, not after the fact. And we’re always available to you to help you process choices when life changes.
