We believe financial planning should be empowering — not overwhelming. That’s why we follow a clear, collaborative process designed to understand your goals, simplify your options, and build a plan that fits your life. 

Our Process

🗓 1. Discovery Meeting
We get to know you, your financial situation, and your goals. This is a no-pressure conversation to help us understand what matters most to you.

📋 2. Data Gathering
You provide us with relevant financial documents so we can build a complete picture of your finances. 

📊 3. Collaboration
At Solomon we believe collaboration is key, this is what makes us different from other firms. When we make your plan you get not only our expertise, but the expertise of the other advisors at Solomon. By removing your private information, we can share the details of your situation for more ideas and expert insights.  This allows us to analyze your current needs and present tailored strategies for retirement, insurance, investments, estate planning, and more — all aligned with your priorities. 

 🧭 4. Consult
We walk through your plan together, explaining all recommendations in plain language and answering your questions. You decide how you would like to proceed. 

 💬 5. Implementation
When you work with us, we are always here for you and want to help you implement your financial plan. This may include advice on cash flow and savings strategies, investments or insurance. Whatever your needs, we can provide expert guidance to help you realize your goals.  

 🤝 6. Ongoing Support
We will meet regularly to review your progress and adjust your plan as your life evolves. 

Want to learn more? Simply book your free introductory call or reach out via our contact page. We would love to help you begin your journey with clarity and confidence.