Broker Check

Our process is designed around you

Our practice is client-centric by design, which means that we do everything we can to involve all of the professionals you engage to help you with your financial decision-making. This means that instead of giving you piece-meal advice that you then need to pass along to your accountant and attorney, we bring everyone to the same table so that we can have a mutual conversation that is in your best interest.

We then take our clients through a five-step process...

  • INTRODUCTION & DISCOVERY

    During our introductory meeting we gather information about your finances, debt, budget, insurance coverage, investments, and more. The more information you can provide, the better we can tailor our recommendations to your specific needs.

  • ANALYSIS

    Based on the information you provided, we collaborate internally to design a strategy that fits your desired goals. Our goal is to protect you and your family, help you leverage what you currently have and find ways to make your money work harder for you.

  • RECOMMENDATION

    During this part of the process we will make recommendations that we believe will help you achieve your goals and/or improve your situation by filling in gaps.

  • IMPLEMENTATION

    This is where we will put into motion the recommendations that fit your current and long-term financial goals.

  • REVIEW

    We will want to meet with you every 6 to 12 months to review your progress, address any changes in your life, and plan ahead.

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