Our Process

Consider your complimentary, no-fee first meeting as our “financial first date” (without the awkwardness, we hope). Financial planning is a valued-based, collaborative relationship and our initial meeting helps determine whether we are a good fit to work together. We will learn more about you and your family and financial goals, ask questions and most importantly listen closely to determine what is most important to you. At this point, if you are considering us for a “second date” or even a long-term relationship, we’ll discuss what the process will look like if you decide to move forward to developing a strategy.

After the initial discovery meeting, our team will have a better understanding of your needs. We will develop, plan and present a strategy based on your individual needs. Once we are in agreement, we will take the next steps to implement your plan.

During the implementation stage, our team will work with you to make the transition to working together as smooth as possible. No need to worry as our experienced team has done this for many years and will be here to guide you every step of the way.

Life and financial markets can change quickly, which is why we continuously monitor our client’s accounts and maintain an open line of communication with you. In the event that a change needs to be made to your plan, our team is always ready to make adjustments in a timely manner.