Establishing and Defining
the Relationship
We explain how we work and the services that we offer.
Discovery
We learn about you and your family and gather data. What are your goals and dreams? What do you want to accomplish?
Data Analysis
We analyze your current assets and liabilities to get a good idea of what we are working with.
Develop a Strategy
We may use technology to illustrate your current situation and to demonstrate what we need to do to work toward accomplishing your goals.
Implement Strategy
With your permission, we start to put the necessary investment platforms and insurance products into place.
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 partnering with you forever; we see every engagement as a long term relationship.
