Our Advisory Process

We create personalized financial plans that reflect your objectives for each stage of your financial journey.

Fulcrum Financial Planning Process

Discover & Diagnose

  • Identify your goals, needs & expectations
  • Assess your risk tolerance, time horizon and resources

Develop & Design

  • Create a plan tailored to your unique situation


  • Put the plan into action - execute the recommendations

Review the plan periodically and monitor performance

  • Calls, video-conferences or in person meetings

Amend the plan as needed

  • As life changes, so will your plan