Our Process

We have developed a highly consultative process to discover where you are in life and where you want to go. We then build the investment and advanced financial plans to get you there.

Discovery Meeting

At our meeting, we will ask you a series of questions to really understand what is most important to you, what you would like to accomplish and what keeps you awake at night. We will determine where you are now, where you want to be and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of you so that we can guide you in how best to achieve your most important goals.

Investment Plan Meeting

After our discovery meeting, we take two weeks to do a deep dive into an investment plan that will help meet your financial goals that we discussed.

Rest assured that our work does not stop with the creation of your plan. We stay in regular contact with you through meetings, phone calls, and emails to make sure we adjust your strategies as your life changes.

Click on Process Chart to enlarge or download.