The Milestones Financial
Planning Approach
A fresh way to think about your money, your choices, and what really matters.
For DIY investors, understanding the financial planning process is just as important as the outcome. The Milestones Financial Planning Approach is your guide to the methodology and philosophy that drives my objective advice. I believe that when you understand how a solution is reached—my planning approach, educational philosophy, and implementation process—you’re better equipped to make confident decisions and maintain control of your financial future.
The articles below explore the thinking behind my strategy across key areas of personal finance, so you can act on your plan with clarity.
The retirement planning library
The client engagement process
Milestones Financial: Objective, Advice-Only Financial Planning
By Josh Gallogy
Are We a Fit? Introductory Conversation: Why It’s Important and What You Can Expect
By Josh Gallogy
Plan of Action Conversation – What It Is and What to Expect
By Josh Gallogy
