What We Do

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Financial Planning
 

Create a roadmap to reach your dreams.

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Investment Management

Evidence-based investing that helps achieve goals.

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Our Process

All of our planning activity is keyed to your unique personal goals and aspirations.

1. Introduction: During our initial conversations and meetings we want to learn about your needs, your concerns and your goals. We also want you to learn about us and to answer any questions you may have.

2. Discovery: To gain a complete perspective we gather documentation and a few brief questionnaires. Together we discuss your goals and priorities and the direction you want your life to take.

3. Ideas: We carefully consider your situation and what options can best help you achieve your goals, based on what you want out of life.

4. Clarity: Over several meetings we develop recommendations concerning your issues. We discuss implications and your questions so that you are clear about the steps to take to achieve your objectives.

5. Implementation: We assist in implementating your plan, including coordinating with other professionals and executing your investment strategy.

6. Review & Update: As life changes occur, we work with you to update each part of your plan and make adjustments as needed.  

At Mosaic Financial Partners, Inc., we take a holistic view of all aspects of your financial life, since decisions about one part of your life can impact the others.  We therefore believe it is best if we can help you work with your whole financial picture. 
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