Our Process

Our Four-Step Process for Your Success

When you meet with us, we’ll begin our step-by-step process to help you develop, implement, monitor and adjust a holistic, customized financial program designed to help you achieve your future life dreams. Once we’ve worked with you to refine and establish your goals, we will develop specific financial strategies which best suit your vision, values, time-horizon and many other factors. Through the years, we will review and adjust as your life changes.


You begin this stage by putting pen to paper and contacting us. We then set an initial meeting where we get to know one another. We focus on what your specific needs and goals are, and what you want your investment capital to do for you, taking an in-depth look at what you already have in place.


The objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to your unique needs. Based on a “gap analysis” which identifies any issues or gaps in your current finances, we develop a comprehensive plan that outlines the strategy we recommend.


The primary objective of this phase is to successfully implement the custom financial plan and investment strategy we’ve developed for you. By staying in constant communication, our highly skilled staff strives to make this process as quick and easy as possible for you.



We’ll go over your plan at various times to help ensure that we’re meeting your needs and working towards your goals. Your written plan includes a full binder with account and contract information; plan summary, cash flow chart, and other pertinent information and documents.

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