Our Process

 DISCOVERY

Gather and Organize

We will go through a process designed to help you articulate and interpret the financial dreams you have for your family.  We will be able to clearly identify your objectives and why money is important to your family.  This meeting will also serve to determine whether we are a good fit for one another.

 WEALTH STRATEGY

Analyze and Identify Gaps

We want each of our clients to have a clear Wealth Strategy that will help put them on the path to financial independence. Therefore, we will closely evaluate your financial situation for appropriateness and adequacy relative to your feelings toward money.

 SOLUTIONS MEETING

Formalize & Implement

Here, your Wealth Strategy will transform into an actionable plan that will help you manage and organize your financial affairs. During this stage, we will discuss solutions to help you begin the road to financial independence.

 SUMMARY MEETING

Review & Finalize

After your Wealth Strategy has been executed, we will meet again to summarize everything we have discussed and implemented, set up online account access and make any final adjustments as needed

FINANCIAL CHECKUPS

Assess & Monitor

We want to make sure that we always have the most updated understanding of your personal situation. Therefore, our periodic Financial Checkups will ensure that when your life changes, your Wealth Strategy evolves with it.