Our Process


Our financial planning process is simple but comprehensive. 

Our goal is to identify the aspects of your life that will affect your Financial decisions.

By understanding your financial life, dreams, and risk tolerance we can help find the strategies that address your needs. 

Step 1: Listening

Our ­first meeting is a discussion to get to know one another and for us to listen to your dreams, desires, and goals.

Step 2: Analyzing Information

From the information gathered in our ­first meeting, along with the fi­nancial information you provide, we will strategize a plan for you to pursue your ­financial goals.

Step 3: Planning

We take the information gathered during the analyzing stage and fi­ne tune the options available to you. We often will be in contact with you about the different products available so you are well informed, and together we can make sound decisions about your ­financial plan.

Step 4: Implementing

Once the fi­nancial options have been reviewed and approved by you, we move into the implementation stage.

Step 5: Monitoring

Overtime life can change, goals shift, and markets fluctuate. Our job is to ensure that your plan stays focused. Together we assess what is working and what needs to be adjusted.

Have a Question?

Thank you!