Our Process

Mutual Discovery

In our initial meeting, we get to know each other and discuss your financial goals and desires to gain a sense of what you are wanting to accomplish.  We also outline the processes we can employ to address your unique needs.

Review your Needs

We analyze your personal and financial position, risk tolerance, and goals.  We listen to what you want to accomplish and identify areas where our direction and experience can assist you in reaching your goals.

Plan Design

From our review of your financial position, we develop personalized financial solutions that address your unique needs.

Presentation and Discussion

We offer our solutions and suggested investment options to you, explain how we have addressed pertinent issues in your financial life, discuss your input or questions, and get your approval of all aspects before we proceed.


After your approval, we will implement the necessary steps to manage your financial assets and partner when needed with your estate planning attorney and CPA.

Review and Refinement

We are committed to meeting with our clients on a regular basis to monitor your progress towards goals.  As we move forward, we make adjustments for changes in your life, in the economy, and in any other areas that may impact your financial future.