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Our Process

We take a disciplined, planning-based approach to your financial needs. We believe our financial planning framework can help you understand where you are today and what steps you need to take in pursuit of your goals.


We begin every first meeting by asking, "What is most important to you?" This helps us understand your priorities, concerns, and goals – whether that is feeling secure in retirement, being able to send a child to college, leaving a legacy to the next generation, giving back to charity, or growing a business. By discovering what is important to you, we can determine how we may be able to add value.


Once we understand your goals and objectives, we take a look at your entire financial picture, from account statements to tax returns, to insurance policies and trust documents, in order to best evaluate where you are today and what steps you need to take moving forward. We analyze any shortfalls you may have and create strategies we believe align with your needs.


Our second meeting consists of reviewing your strategy options. We share our recommendations, including the reasoning, and answer any questions you may have. Our goal is to provide you with the knowledge needed to choose a strategy you feel confident implementing.


Once you have decided on your strategies, our third meeting is to implement and transfer any existing accounts.

First Review

Within a few weeks after we implement your strategies, we help you organize your financial paperwork and discuss your ongoing review meeting schedule.

Ongoing Monitoring

We understand that life gets in the way, so together, we implement a customized review schedule based on your time and needs. Throughout the year, we are committed to collaborating with your attorney, CPA, and other trusted advisors to keep your financial strategies up-to-date. Over time, we ensure your multiple strategies are aligned and working well together.