Our Process

  • Discovery

    Our client relationships start with an in-depth exploration about your financial situation, your life goals and your financial goals.

    We explain how we can help, how we’re paid, what we expect of you, and what you can expect of us. And we answer any questions you might have.

  • Design

    Once we know your situation and your goals, we get to work designing a plan for you. Our goal is to provide the best, most straightforward, lowest-cost approach to get you to your destination.

    Once we’ve created your customized plan, we’ll meet with you to:

    • Explain our recommendations in detail
    • Hear any concerns you might have
    • Discuss next steps
  • Implementation

    Once you’re comfortable with our plan, it’s time to put it into action. We will be able to implement certain recommendations; when necessary we’ll bring in experts to implement others.

  • Maintenance

    It’s our job to help you stay on target toward your goals. We will continually monitor your progress, and we will recommend any course corrections that become necessary due to changes in:

    • Your personal situation
    • Market conditions
    • Economic conditions