How We Help You Plan With Confidence 

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

  • Two people are sitting at a table in a meeting or discussion, with laptops open in front of them. One person is gesturing with their hand as they talk, while the other is listening. The scene appears to be in an office or conference room.

    #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.

  • Person organizing printed charts and graphs, with a Samsung Galaxy Tab S5e on a wooden desk.

    #2 Data Gathering

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

  • Two professionals giving each other a high five in an office with papers, a laptop, and coffee cups on the desk.

    #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. 

  • A woman with dark hair, wearing a dark blazer and pearl earrings, is sitting at a desk, listening to an older person with light-colored hair, wearing a white shirt. The woman appears to be in a professional setting, possibly an office or interview room.

    #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. 

  • Two businesspeople sitting on a black leather couch in a modern office, looking at a laptop and sharing a laugh, with a cityscape view through large windows behind them.

    #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.  

  • A woman with two young children sitting on a couch looking at a tablet together.

    #6 Ongoing Support

    We will meet regularly to review your progress and adjust your plan as your life evolves.