Our Process


Let's Meet

We want you to feel good about the work we do. Let’s spend an hour together and get to know each other.  We want to hear about what you want to accomplish and see if our firm is a good fit for you. After the meeting, you will receive a summary email with a few action items to get you started. The meeting is complimentary. You decide if we are a good fit for you. 

Develop a Plan

In this step we explore what you need to do to be successful.  We take a holistic approach by looking at all aspects of your planning. If needed, we will pick up the phone and include your CPA, attorney, or insurance specialist.  Your plan will reflect your needs, and it will give you clearly written strategies and investments.  


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Put the Plan into Action

Let’s roll up our sleeves and get to work. We take the to-do list from your financial plan and help you to implement the strategies and the investment portfolio that is right for you. With determination and commitment on both of our parts, we will walk through the steps together and put your plan into action. 

Let’s Keep You On Track

Life evolves. Markets fluctuate. Sometimes we need to adjust. You decide how often you want to talk and we put those times on our calendars. We also encourage our clients to reach out if they ever have questions or concerns.


Are you ready to see what your path looks like? please contact us.