Apps

Our Certified Financial Planners™ will take you through the financial planning process

  • The Five Steps of Financial Planning
    • Determining your current financial situation
    • Developing financial goals
    • Identifying and evaluating alternative courses of action
    • Creating and implementing a financial action plan
    • Reevaluating and revising the plan
cpa-logoFamily Office

Meet our plan team

James Alexander
CPA, CFP®

Jason Bolen
CPA, CFP®