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Our Process

Step One
One

Establishing and Defining
the Relationship

We explain how we work and the services that we offer.

 
Two

Discovery

We learn about you and your family and gather data. What are your goals and dreams? What do you want to accomplish?

Step two
 
Step Three
Three

Data Analysis

We analyze your current assets and liabilities to get a good idea of what we are working with.

 
Four

Develop a Plan

We will utilize cutting edge technology to illustrate your current situation and to demonstrate what we need to do to work toward accomplishing your goals.

Step Four
 
Step Five
Five

Implement Plan

With your permission, we start to put the necessary investment platforms and insurance products into place.

 
Six

Review and Monitor

A financial plan is a living, breathing, constantly changing project. We will need to monitor and adjust as your life changes throughout the years.

We take on clients with the intention of being your planners and coaches forever; we see every engagement as a long term relationship.

Step One
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck