Process

Our six-step approach to your comprehensive financial strategy is designed to help you achieve your goals and dreams. Our systematic method educates you at every step of the way, and helps you make informed financial decisions that are right for you.

Step One: Discovery and Understanding 

• Define your objectives and life goals
• Determine risk tolerance
• Understand your family’s needs
   

Step Two: Professional Analysis and Design

• Determine the possibilities and alternatives based on your goals and objectives
   

Step Three: Education and Determination of Ideal Strategy

• Provide a clear understanding of solutions
• Educate on pros and cons of all options
   

Step Four: Delivery

• Provide recommendations
   

Step Five: Take Action*

• Coordinate all of the steps necessary to implement your long-term plans
   

Step Six: Annual Review**

• Track your financial plan

 

 

* You have the option to implement with us or with a provider of your choice.
** Periodic reviews or updates require a new agreement and may be subject to additional fees.