%20Logo%20Transparent%20Light%20Text.png)
The Stride
The Stride is a foundational planning relationship built to help establish strong financial habits and create lasting momentum.
It focuses on making smart cash flow decisions, building investments with purpose, and putting the right protections in place as life and career begin to take shape.
The goal is to create structure and confidence early, helping clients move forward with clarity while laying the groundwork for long-term financial independence and future opportunity.
First Meeting Essentials
Getting started with a financial plan isn’t about having everything figured out. It’s about creating structure, building momentum, and forming habits that lead to long-term success. This stage is where clarity begins.
By sharing what you can about your income, spending, savings goals, and financial questions, you'll lay the foundation for smart decisions. The more insight we have into your day-to-day and your goals, the more we can help you move forward with confidence.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Insurance
Life, Long-Term Care, Disability, Home, Auto, Agent Contact
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advisor Contact
Debts
Mortgage, Student Loans, Credit Cards, Personal Loans
Tax Returns
Most Recent Tax Returns, Tax Advisor Team Contact