We begin the process with a discovery meeting to discuss your objectives and determine if we’re a good fit to work with together. We take time to get to know you, your family, your hopes and dreams for the future, and any challenges that may stand in your way.

Once we have an understanding of where you stand and where you want to be, we conduct a thorough analysis of your current financial situation. We identify areas of success, potential improvements, and any gaps in your current savings, investments, insurance, estate planning, retirement planning, etc. We also look for opportunities to improve your investment returns and lower your tax liabilities. It’s this custom analysis that drives our recommendations.

Once we’ve discerned an accurate picture of your current situation and goals for the future, we begin drafting a custom financial plan to meet your needs. We strive to incorporate all aspects of your financial life into a single, comprehensive plan that is specifically designed to help you to pursue your unique financial goals.

We then meet with you to go over our draft plan and make sure you are fully comfortable with all of the proposed strategies. We incorporate your feedback and make any necessary changes before putting your plan into action.

Going forward, we meet with you on a regular basis to check in on any changes in your life, review progress toward your goals, and recommend any adjustments necessary to keep you on track. We’re always available to answer your questions and address any concerns that may arise. Our goal is to serve as your partner in pursuing your life’s ambitions.

Once you’re comfortable with all recommendations, we lead the process of implementing your financial plan. We walk you through all necessary paperwork and ensure that applicable assets are properly transferred in an efficient manner. Our goal is to provide a streamlined, seamless transition in order to have you up and running as soon as possible.