Our Process
Initial Meeting

Let’s get together, introduce ourselves, and evaluate objectives.

Discovery Meeting

We will walk you through our process, you will share our financial goals, and together we’ll examine data and discuss your immediate needs as well as long term goals.

Strategy Design

After looking at your financial situation in-depth, we’ll make recommendations and design a flexible, tailor-made strategy that fits your specific, personal priorities. Areas of opportunity include: savings, returns, taxes and risk reduction.

Strategy Implementation

After we’ve built your plan to your specifications using investments, insurance and other vehicles, and all paperwork is complete, we’ll put it into action.

Periodic Review

After your plan has been launched, we’ll continue to have scheduled meetings to discuss performance, strategies, and updates, as well as make any needed changes. If circumstances cause your priorities to shift, we can easily modify your plan to accommodate.