Our Process

Our clients deserve the best. Our approach allows us to listen to clients and ensure they get the plan they need to live the life they want.

Our Process

Financial planning is not one-size-fits-all as financial needs change as life progresses. We created a 6-step financial planning process that sets a solid foundation and allows us to make changes depending on where you are at in life.

1 Discovery Meeting

This is a casual meeting where we get to know you, your goals, your financial situation, any concerns you have, and where we collect relevant data.

2 Review Findings

We will review our findings to help gain a complete, in-depth understanding of your financial situation so that we can make appropriate recommendations that accelerate your progress towards reaching your goals.

3 Investment Plan Meeting

In this meeting we present a plan to you based on information gathered.

4 Implementation Meeting

In this meeting we’ll make any adjustments to the plan and then take the appropriate steps to put the plan into place.

5 Initial Review Meeting

This meeting occurs once the plan has been in place for a few months. We review and ensure everything is going smoothly.

6 Regular Progress Meeting

We will continue to have regular meetings with you (at minimum once a year) to discuss any changes in your life that could affect the plan.

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