We believe in following a proven planning process for you as our client:

  • Initial meeting - define scope of engagement
  • Understanding your needs - getting to know you, your goals, needs, and priorities
  • Research & Analysis - identify the best solutions to fit your needs
  • Mapping your plan - designing & customizing a plan for you and your family
  • Implementation of your plan - putting your plan into action
  • Monitor & service your plan - Regular contact and education is essential to keeping you informed about your investments as well as the financial life plan we created together