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Our Process

A SIMPLE Process for Planning Results

At Serenity Financial Planning, we pride ourselves on simplifying the complexities of financial planning so that they’re easier to understand, implement, and apply to your life. That’s why we create a SIMPLE approach to financial planning:

Share and Discuss Relevant Information

Our first step is always understanding our clients’ unique needs and circumstances. We allow you to share relevant information, and discuss pertinent details regarding your finances, family life, goals, and more.

Investigate Your Options

Once we understand what it is you need, we analyze the options available to you. There’s rarely a single way to pursue your goals, so we’ll investigate a wealth of opportunities and discuss them with you in detail to determine the best path forward.

Map a Course to Your Objectives

After we’ve explored your options, we’ll create a customized, comprehensive financial plan designed to get you to your goals. Having a clear path forward can help put your finances into perspective.

Present Your Financial Plan

We believe in treating our clients as partners in their financial planning process, which is why we’ll always present your financial plan for your approval before we move forward. We’ll go over the plan in detail and answer any questions you might have.

Learn How Your Plan Works for You

At Serenity Financial, we believe in the power of a financial education. As part of your financial planning process, we’ll educate you on your finances and the services we’ve chosen so you can understand your plan, how it works, and why it works for your needs.

Execute, Monitor, and Adapt

Now it’s time to take action. We’ll take whatever steps are necessary to execute your financial plan—opening accounts, purchasing investments, setting up insurance plans, and so on. Then, we continue to monitor your plan’s performance, communicate with you about progress, and adapt the plan as your life changes.

Investing involves risk, including possible loss of principal. 


Planning and Support to Help You Succeed

Throughout our SIMPLE planning process, we keep your goals at the heart of every decision we make. We provide you with the comprehensive, in-depth plan you need, and the ongoing support you deserve to ensure your goals are within reach.

Take the first step in our SIMPLE process. Schedule a complimentary initial consultation with our financial planner today.

Let’s Get Started