Cypress Financial Planning provides sound, unbiased advice on everything that touches your financial life.  Our planning process is centered around understanding the unique circumstances of our clients' lives and building a strong, lasting relationship centered around trust.

The initial meeting or teleconference is an opportunity for us to exchange information about your needs and objectives, and further discuss which of our services are right for you. We will also provide an estimated fee quote.

Once you understand the nature of the relationship, we begin the data gathering process.  Together, we help you articulate and refine your financial goals and objectives.

After this meeting, the financial plan is developed.  We edit the initial information as needed and run additional scenarios if applicable. Often, we collaborate with a team of advisors such as attorneys, accountants and insurance agents.  We conclude our research and analysis, and produce final reports for your personal financial plan. We add our observations and recommendations to the plan.

In our follow-up meeting, we present and review your personal financial plan. We discuss all reports and provide you with a written summary of our observations and specific recommendations. 

Finally, assistance is provided for execution and meetings occur periodically to review life changes, monitor investment performance, and adjust the financial roadmap accordingly.  We will continue to be in contact with you as frequently as necessary to keep you abreast of changing economic conditions and advise upon strategies to take advantage of opportunities.