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How We Work

Step 1: Getting To Know You.

Getting a complete picture of who you are and what you are striving to accomplish is essential to developing an effective plan. That’s why we start our process with a no-cost information-gathering meeting where we learn about your life, your family, your business, your employees, your goals, and all the financial strategies and programs you are currently using. We try to understand as much as possible about you and your business so that we can be truly effective advisors and advocates.

Step 2: Developing A Plan That’s Right For You.

Once we’ve gathered all your information, we start creating your plan. This comprehensive document analyzes your current financial situation while making recommendations for implementing new and better strategies in pursuing your goals.

A typical family plan may include:

  • An analysis of your current investments
  • Insurance recommendations
  • College planning strategies
  • Retirement planning advice
  • Estate analysis

A typical business plan may include:

  • An analysis of your business’ current financial health
  • A review of your employee benefit plans and recommendations for minimizing costs
  • Business continuation planning
  • Recommendations for implementing the most effective retirement plan ­­­­­

Step 3: Putting Your Plan Into Action.

At Professional Planning Associates, our team does more than just create your plan—we help implement it. Whether it’s a new health plan you’re introducing at work, an updated retirement plan, or a new personal investment strategy, we’ll meet with the appropriate people and take the necessary steps to put your plan into action. This includes establishing a time frame for goals to be met, meeting with attorneys and accountants, preparing any necessary documentation, and educating you and your employees about the changes we’ve made.

Step 4: Reviewing And Modifying Your Plan.

The Professional Planning Associates team monitors your progress through quarterly investment reviews and annual assessments. We’re also available to re-evaluate your plan at any time if anything should change, such as:

  • The economy
  • Your personal goals
  • The tax laws
  • Your health
  • Your business goals
  • Your family situation

In the event that problems arise or changes occur, you can count on us to respond quickly to your needs, and craft a plan that better addresses your current situation and goals.


One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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