Process

We help our clients identify their unique financial goals by refining their short and long-term objectives. The first phase involves establishing a relationship with our client, in order to guide them through a comprehensive, step-by-step inventory of their current financial profile and what they hope to accomplish in the future, to determine an individualized financial plan.

Establish Relationship

Jointly, we define the client-partner relationship, built on trust and mutual respect

Define Goals

As we build a relationship and get to know your financial goals, we can help you define desired outcomes and help you to establish a realistic timeline

Analyze Situation

We analyze and evaluate your current financial status

Tailor Solutions

Jointly, we tailor financial solutions and/or alternative approaches

Implement Plan

With your approval, we implement the specifics associated with your customized financial plan

Monitor & Adjust

Together, we monitor life’s events and refine plans accordingly