At Stonebridge Financial Planning Group, LLC^®, we are committed to placing your needs first. To strive for providing each client with the best possible, independent advice, we follow a cyclical financial planning process to pave the way to a stable financial future.

Step 1 – Identifying your needs: In our initial interactions, it will be of the utmost importance to gain a thorough understanding of your current financial situation.

Step 2 – Defining your goals: After establishing where you are in the present, we start looking into the future. At this stage of the financial planning process, it's vital for us to gain a clear understanding of your values and what you will need over the short- and long term.

Step 3 – Designing a plan, just for you: Using all the information we gathered in the previous actions, we will craft a customized plan to pave the way to your future financial objectives.

Step 4: Implementing your plan: Once we have presented your plan and ensured you understand it and are comfortable going forward, we will put your financial plan into action. You can rest assured that we will assist you in continuously monitoring its progress.

Step 5 – Reviews: Change happens, and this is why we do periodic reviews of your needs to see if it still aligns with your financial plan. This enables us to recalibrate your plan, if necessary and ensure that you are still on track to a solid financial future.