Our Process

We will discover your needs and goals, create a flexible plan to meet them, and constantly refine your plan through all of your life’s transitions.
our process

Introductory Consultation

Get acquainted and determine if your needs and concerns match our philosophy and practice.


360 Discovery

Gather detailed information on your financial situation and learn about your goals and aspirations for you and your family.



Assess where you and your finances currently stand and address how to help you close the gaps between where you are today and where you want to be tomorrow.



Develop a financial plan to meet your specific goals. Before implementing your plan, we will have an open discussion in which we will relate all pertinent information and then discuss any concerns you may have and paint realistic expectations about how we expect this plan to perform. If you feel the plan needs any changes, we will address that at this point before moving on.



Create the necessary accounts and transfer the appropriate assets to their proper places. Additionally, we work side-by-side with other financial professionals – both in your network and ours – to help ensure that the implementation of this plan aligns with all financial areas of your life.



Monitor your plan and periodically update it to address your needs given current economic and market conditions and your long-term goals. Confirm and recommend any action items to follow up as necessary.