Method Financial Planning

WHAT WE DO:

• Organize your entire financial picture
• Define the path to reach your financial goals
• Create a system of accountability to help you attain financial success
• Serve as a trusted advisor to support you every step of the way

Every client relationship begins with a comprehensive financial plan to understand where you are today and where you want to be.  We will work with you every step of the way to organize your financial life and create a clear path to achieve your goals.  Along the way we give you the tools and education to feel empowered financially and the support needed to make informed financial decisions.  The planning process culminates in a personalized assessment and an implementation checklist detailing the steps needed to put your customized plan into action.

Financial plans are dynamic and we are here to provide you with the advice and guidance that is important to you.  As a client you will have access to our innovative planning solution, MyBLUEPRINT, providing a clear dashboard of your entire financial picture. MyBlueprint and its features, are available when convenient to you (24/7); providing a central location for viewing all of your financial accounts, managing budgets, and the ability to archive your important documents in a secure vault.