The first step is a made-up mind.  You believe it is time to have your life to proactively lead your money and not have your money reactively lead your life.  You are ready to commit to a redesigned Life Money Balance™.

It is our pleasure to meet and have a conversation that explores whether we are a good fit. Here, you share what brought you to this point, and where we share how Concurrent Financial Planning can offer you Life Money Balance™. 

We mutually agree that we are a good fit. Then we choose to begin and commit to a financial planning program that best fits your life-money journey. We review and sign paperwork, exchange expectations, and remit initial payment for services.

We are great listeners. You share your life-money story up to this point. You share why you are here, where you want to go, and what you want to see differently. This is where you design the life you want to live!

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We collect a host of documents and information that will help us construct a tailored Life Money Balance™ plan. You will find the peace of mind that comes with discovery and organization. 

We incorporate your story with your resources to deliver a custom report on your money position now and with unique recommendations that can move you toward the life you desire to live.  We discuss alternatives, trade-offs and hear your feedback.  The analysis and recommendations will be clear, concise and actionable.

Your plan is living, and you are living your plan.  The alignment of your life and your money happens over time.  When life and money work in a parallel partnership, life becomes more harmonious and less uncertain.  This is Life Money Balance. 

Life steadily evolves and so too does your financial plan.  To help you navigate your life's progress, you can choose to retain Concurrent to be your continued Life Money Balance™ partner.