How We Work

1. First Meeting 

We learn about your financial situation and find out how we can help you. We discover and prioritize your goals.

2. Build the Plan

We gather any important documents, research financial options, and evaluate your financial situation including assets, investments, obligations and monies in order to build the financial plan.

3. Present Strategies and Recommend Steps

We offer strategies for your short-term and long-term goals. Recommended steps are provided to help achieve those goals.

4. Plan Implementation

We implement and continuously manage the financial plan.

5. Ongoing Partnership

We meet regularly and make sure your financial plan remains on track with your goals.