Built on the foundation that good financial planning should be dynamic, ongoing, and interactive, we have built the CONA Advanced Planning Experience (aka “CAPE”) as our model for client engagement.
We take an integrated, systematic approach to the planning process. This allows our team to deliver comprehensive strategies designed to meet the needs, goals, and values of our clients.
Download the CAPE Overview
Want to know what it’s like to be a client? Click on the image to the right to download a detailed overview of the CONA Advanced Planning Experience.
If you like what you see and want to learn more, or if you have questions about our process, please feel free to schedule a call so that we can chat.