Pacific United Planning, Inc. | Our Process
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Our Process


No two lives are the same. Your family, your career, your goals for 5 years, 10 years down the road … all these factors make you unique, so you deserve a unique financial plan. Share your story and dreams with me and let me forge a financial path with you. I’ll guide you every step of the way and at every fork in the road. Life is a journey, but with the right knowledge, you can worry less and enjoy more.



First, I’ll study the financial terrain. I’ll ask you about your situation and get a good grasp of your successes and setbacks. All of those factors have led you to where you are today, and they’ll shape where you’re going.

Then, I’ll learn about your destination. What are your goals for the medium and long term? What do you want out of the future and what are your priorities?

Thirdly, I’ll map out options to reach your destination. Now that I know the terrain and where you want to go, let me lay out the possibilities and evaluate them with you. I’ll take into account those unforeseen obstacles that may appear down the road so you’re prepared for whatever life throws at you.

Next, we’ll create your unique roadmap. We’ve discussed the possible paths to reach your goals, so next we’ll agree on your best option, how to implement it, and get you on your way. Do you need a trusted expert? Allow me to coordinate that for you, too.

It’s time to embark on your journey! Think of me as your GPS. I offer everything from ongoing support and online tools to specific portfolio management. What’s most important is that you’re informed, in good company, and you have a clear destination ahead.