Lucas Salerno, CFP®

My Process

We work with clients through a three-stage comprehensive planning process: Plan, Implement, and Partner. Plan: We start with a complimentary Discovery Meeting. Upon formalizing our relationship, we begin organizing your financial life, modeling different scenarios, and developing a comprehensive plan with clear recommendations and action items. Implement: We then help turn your plan into action by implementing appropriate strategies, aligning your investments with your goals, addressing risk-management and estate-planning needs, and coordinating with your other trusted professionals when appropriate. Partner: From there, financial planning becomes an ongoing relationship. We regularly revisit your goals, update your financial plan, coordinate with your other trusted professionals, and provide accountability as your life and priorities change. Our goal is to make financial planning feel organized, actionable, and connected, so you understand not only where you stand today, but what steps you can take to move toward the future you want.