OUR PROCESS

Step 1: Discover your needs, goals, & current financial situation

After we have met to determine we are a mutual good fit, the 1st Step is our discovery meeting where you'll be invited in to meet with us in a relaxed setting intended for you to get to know us and for us to get to know you. In this meeting, we will identify your needs, goals, financial situation, and risk profile to determine how we can best serve you.

Step 2: Review your goals and design a custom financial plan 

Based on our initial consultation or “discovery meeting,” as we like to call it, we will develop a comprehensive financial plan around your goals and needs 

Step 3: Evaluation of your plan, to make sure it aligns with your goals

Once your plan has been created, we will present our findings and recommendations for implementation and answer any other questions that you may have about your plan. 

Step 4: Adoption of the plan

Upon receiving your approval of the financial plan that will have been designed specifically for you, we'll move forward with implementing it by adjusting your portfolio, taxes, estate, and insurance accordingly. We will also make sure that you can monitor your accounts by assisting in getting logged into your accounts in this digital world.

Step 5: Monitor and continually adjust

We'll monitor your investments for you and will periodically meet with you to review your investment performance and address any tax, estate planning, or life & survivorship needs you may have. We are here to assist with all things financial, so feel free to reach out at any time.