All new clients start with 3 meetings that serve as the foundation for our relationship and your plan

#1 The Discovery Meeting

What are your goals and values? What keeps you up at night? Where do you want to be?

#2 The Get Organized Meeting

What does your current financial picture look like? Where are your financial strengths and weaknesses? What are your priorities?

#3 The Investment/Cash Flow Meeting

How are you currently managing your investments and cash flow? Do you know where your money goes?


Once the above meetings are completed we meet at a minimum 2x's per year with unlimited email and phone contact in between

From here we tackle the core elements of your financial life by taking you through the below process. Such topics can include, but are not limited to, your investments, taxes, benefits, college funding, estate planning, and insurance needs.


The Lake Road Financial Planning Process:



We find out what's important to you and your family?  What are your goals?  What keeps you up at night? 


Once we understand your needs, we create multiple paths to get there.


We don’t make
recommendations and walk away. We're here to help choose a solution and follow-through.



We use the latest technology to track and measure your progress.



Are we on the right track? Have your priorities changed? Do we need to fine-tune anything? 


A Commitment To A Continuous Process, Not A One Time Plan 

Receiving a one time 25 page financial plan sounds impressive. However, in reality it's often overwhelming and rarely gets implemented.  At Lake Road Advisors we put you in a position to be successful, so we won’t bury you with a another 100 items for you to-do list.  We take a measured approach and tackle one fundamental area at a time.  We provide actionable steps to help you implement your plan.

However, we know that life changes on a dime, and thus we are there to properly adjust your plan. The planning process never stops, it’s a new habit that will help you manage your goals going forward.


Priorities will change.  Markets will rise and fall. Often overlooked, the behavioral side of finance can derail your plans. We arm you with a CERTIFIED FINANCIAL PLANNER™ who can help you weather these storms.   

Want To Learn More?

Click below to schedule a 15 minute no obligation call.