Our Process

Our personalized approach goes beyond a quick meeting. Our process includes establishing a relationship built on communication, trust, and understanding your specific situation and needs.

Discovery

Before we make any recommendations, we get to know you and your goals and establish your priorities. We can answer any questions you may have about the firm or working with an advisor. This no-pressure discovery meeting is all about you and your priorities.

Analysis

After we establish your goals, we take a comprehensive look at all your financial assets. We evaluate your financial situation and make recommendations accordingly.

Development

Together, we develop a plan that fits you. No two clients are alike, therefore, no two plans should be alike. We present your plan in an easy-to-understand way and answer any questions you might have.

Ongoing Support

We don’t just build a plan and then set it on the shelf to collect dust. We meet with our clients regularly and adjust their plans to fit their changing needs. As your family grows or your needs change, it is important to review and revise your financial strategy as needed.

We work with our clients for the long-term and are here to be your guide as your financial situation changes. You can rest assured that your best interests are our best interests.