facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

How Our Process Works

We Meet You Where You Are & Guide You Where You Want to Be

A Coordinated Approach for a Lifetime of Goals

You need the confidence to live your life, knowing your wealth strategy will safeguard your future and your family no matter what tomorrow holds. Wherever you are in your financial journey, our team works personally with you to create a customized plan to achieve your goals and protect you and your loved ones. In order to develop your plan without missing a detail, we follow a series of steps listed below.

What to Expect

Discover Your Dreams

In our first meetings together, we’ll discuss your current life situations, values and dreams. We’ll explain how our financial planning process works and share with you more information about who we are, what we do, and how we are paid.

Thoroughly Strategize

We’ll collect and carefully review your current financial resources. After conducting an analysis, our team will deliver clear recommendations and a custom action plan. We’ll go over the plan together, make any adjustments, and establish your final written plan.

Put Your Plan Into Action

At this point, we implement your goal-oriented plan. This may require allocating funds based on agreed-upon strategies and recommendations, setting up insurance solutions, or transferring accounts.

Identify Advanced Planning Needs

Once we’ve put your fundamental financial plan into place, we will consider more advanced planning topics. This includes areas such as healthcare costs in retirement, proactive tax minimization strategies, and estate planning in collaboration with your attorney.

Oversee and Continually Refine Your Plan

We’re here as your trusted advisor over time. In addition to consistently monitoring your plan, we welcome any questions you have and provide guidance as your life evolves. Together, we’ll regularly review your financial progress, discuss life changes, and modify your plan as necessary.

Start the Process

The first step is to reach out to our team. We look forward to learning about what you’re looking for and sharing how we can help you.

Schedule Time to Talk