Our Process

Even if you feel competent enough to develop a plan of your own, we can act as a sounding board for your ideas and help you focus on your goals; using our broad knowledge of areas such as retirement planning and investments.

Understanding and defining your needs and objectives - as well as educating you on suitable and appropriate financial strategies - is the key to successful financial planning.

We’ll design your personal financial plan for you and your family in four, simple steps:

Step 1: Listen To and Understand Your Needs

Every situation is unique so our first step is listening to you. We want you to feel comfortable with us as we discover your goals and needs in life. There is no structure to the discussion or time limit. The pace and topics are dependent upon you.

Step 2: Explore Your Options and Make Recommendations

We will go over the concepts and ideas that can help you reach and achieve your life goals, while gradually developing a specific plan that will build and protect your wealth. We make sure that you are educated along the way on the pros and cons of every strategy we present so you can make informed, confident decisions.

Step 3: Implement Your Financial Plan

We address any questions you might have and refine the plan as needed. The plan is finalized; complete with a roadmap to retirement strategy that is tailored towards your specific needs and goals.

Step 4: Reviewing Your Plan, Your Current Situation, and Your Results

Life happens. We understand that new challenges or needs come up and that’s why we stay in touch with you to keep your financial strategy current. We will contact you regularly to make appointments, inform you of other opportunities that may be of interest, and for annual reviews.