Our Process

Our client-centric process focuses on pursuing specific milestones that we set together. It begins by meeting with you to gain an understanding of your situation, goals and objectives, risk tolerance and what you hope to achieve. We also analyze your needs to recommend specific strategies that put you on the path toward financial independence. Throughout this process, we review and monitor your plan to ensure you remain on track to protecting, growing and transferring your wealth, based on your needs and desires.

• Discovery

  Through our comprehensive discovery process we will determine what matters most to you and your family.

• Analysis

  We will analyze your current situation and strategy and suggest solutions to potential problems and point out areas of opportunity. We will develop a comprehensive strategy and recommendations aligned with your goals and objectives.

• Implementation

  Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan.

• Ongoing Monitoring

  Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to keep your strategy on track and meet with you whenever you have questions or concerns.