Our Process

Our Personalized Approach

It's incredibly important to us that our members see their financial and life goals materialize. That's why we take a thorough, 4-pronged approach—working with you every step of the way. We never just jump straight into a turn-key strategy. To us, discovery is just as important as the implementation. That way, we can be sure to customize the right solution to meet your unique goals.

This process includes:

Discovery – At this stage, we start by getting a strong understanding of your goals. Our thorough discussion includes learning about family dynamics, work history, special circumstances that may affect your financial goals, and your thoughts on money. That way, we can pinpoint a direction that will best work for you.

Analyze & Recommend – After ironing out your financial data and history, we will begin to evaluate your alternatives. Then discuss with you a financial plan that we feel will act as a road map to meeting your goals.

Implement - Once you've had time to thoroughly review your plan and feel confident, we will discuss if there are any specific adjustments that you wish to be made before implementation.

Review - Review is an ongoing phase that you can expect throughout the lifetime of your plan. You will find us to be an active partner in making sure your plan continues to work toward your goals over time. Because of this, we've established a comprehensive review process that includes reviewing any changes in the economy, your life, health, and income, then tracking your plan of action.