our process

A step-by-step
approach to financial clarity.

All relationships begin by developing clarity on your goals and overall financial picture. This information is then used as part of our in-depth financial planning process.

Your financial plan includes specific recommendations to help you reach your goals.

step 1
Introduction Meeting

Our relationship begins with a free initial
conversation for us to get to know each other. We will provide clarity on the pricing and services we offer. We only accept new clients when we believe we can add meaningful value to their financial lives.

step 2

A second meeting will take place to discuss objectives and complete an initial financial document review. We will discuss financial scenario possibilities that can be modeled into a financial plan.

Step 3
Financial Plan

All relationships begin with the creation of a comprehensive financial plan. The delivery of the financial plan will be accompanied by personalized education to highlight each recommendation. The plan will conclude with a list of recommended action items.

Step 4

We work alongside you to implement the recommendations in the financial plan. Through this, we serve as an accountability partner and are there for any questions you may have.

step 5
Ongoing Relationship

As a client, you have full access to a team of tax experts and investment professionals. As part of the annual review, we will make all necessary
updates to your financial plan and help you implement any recommendations.