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The Stride
◊ A foundational planning relationship designed to build strong habits and financial momentum
◊ Focused on smart cash flow decisions, goal-based investing, and protecting what matters most
◊ For early-stage investors, professionals growing their wealth, and families beginning their planning journey
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