Broker Check

Our Process

We follow a consistent, repeatable process.

  1. We drill down to understand your current financial situation and how much thought you've put into planning for the unexpected like wealth transfer and insurance.
  2. We discuss your goals -- where you want to go.
  3. We develop investment solutions and a financial plan to determine how to reach your specific goals within a specific time frame.
  4. If you have have debt challenges, we will advise on budgeting and everyday money management.
  5. We will partner with your team of financial professionals including estate attorneys and tax professionals as necessary.
  6. We revisit this process as often as necessary to make sure we are on track and adjust accordingly.