Our Process

Whether your goals involve asset accumulation, planning for a comfortable retirement, or protecting your legacy, we can customize a program for you. We will develop a plan designed to reach your goals and improve your financial situation.

Our 7 Step Client Consulting Process 

Customized planning and investment management solutions are tailored to your unique needs.


GETTING TO KNOW YOU
Our initial meeting allows us to get to know each other better and determine the needs and goals of your financial future.

DISCOVERY
We begin to define your specific and unique vision and goals. Together, we will discover what is important to you and why.

MEETING OF THE MINDS
We discuss our analysis of your financial situation and collaborate with you on specific solutions.

DEVELOP A CUSTOMIZED PLAN
We recommend strategies and tools to help reach your goals and objectives defined in the discovery phase.

IMPLEMENTATION
We implement targeted strategies to meet your financial goals.

INITIAL REVIEW
You will receive a customized organizer for your documents and online access to your accounts.

ONGOING MONITORING
Each quarter, we offer a comprehensive review showing where you stand in relation to your goals and objectives.