A comprehensive financial planning approach entails looking at and advising clients on aspects of their lives that relate to their finances. This includes net worth, cash flow allocation, insurance planning, investments, tax planning strategies, estate planning strategies, and other important topics. In the financial planning process, goals are identified and planned for using efficient methods. I ask many questions to make sure I have a clear understanding of what's important to you and why it’s important. Specific recommendations are made and a plan is created to help you pursue your stated goals. Since life is dynamic, we meet regularly, review your progress, and update strategies as your situation changes or as changes occur within the world around us.