Our Process

We’ll get started with a casual conversation to learn about your short, intermediate and long-term goals. This is where we not only learn about your financial situation, but understand your personal priorities as well.

After we assess your needs and overall financial landscape, we analyze the information, review investment options, and develop a strategic financial plan tailored specifically for you.

Next, we meet with you to review the financial plan and our recommendations. We'll address any questions you may have and begin implementation.

After implementation, our job is not done. Our daily account management and consistent review meetings ensure you’re tracking in the right direction. In addition to our personal reviews, you will receive newsletters, online account access, and updates to keep you informed of your progress.