Five Step Process

For us, wealth management is a process, not an event. We start with a comprehensive evaluation of your situation and move forward after we have a complete understanding of your financial picture, from immediate concerns to long-range goals. We work to learn where you are, where you are going — and construct a detailed roadmap to take you there.

Our extensive evaluation becomes the foundation for a customized wealth management strategy targeted to your specific needs and built around you living your best life.

Because your story doesn’t end there, neither does our part in it. We remain by your side, conducting regular reviews to keep you moving forward and to provide education, guidance and regular progress updates.

Our client communication and service model is not just about customer service, it’s about the value of lifelong relationships built on trust, competence and security.


Discovery Meeting

At our initial meeting, we conduct a discovery interview. We examine your current situation, your values, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.

Investment Plan Meeting

At this meeting, we present our diagnosis of your current situation and our recommendations for how we believe we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

Mutual Commitment Meeting

We are ready to make a mutual decision about whether our firm can add substantial value. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.

Follow Up Meeting

Paperwork can be overwhelming. We try to make your life easier by helping to organize and sort things out. We also ensure you are comfortable with our login process, and answer any questions you may have about what is happening with your money.

Regular Progress Meeting

These meetings provide us an opportunity to review any major changes in your personal or financial situation, and review your overall progress toward your long-term financial goals. We’ll also begin the implementation of advanced planning.