Our Process

    We have a step-by-step method for working with you that helps to make sure you get what you need from a financial partner. Here’s a high level look at our approach.

    • Initial Consultation

      It all starts with a no-pressure consultation—we want to know about your goals and approach to your finances. If we decide to work together, we’ll start with an in-depth inventory and discussion.

    • Pen To Paper

      This is the stage where we gather data, do analysis, and project into the future (we’ll handle it—you can sit back). We’ll weigh your assets and risk profile against your goals and start to set expectations.

    • Tailoring Your Plan

      After that, we put together a financial plan. We’ll tailor it to fit your life, now and years from now. Planning is for the long term, but along the way, we’re available for every question you may have. We use a tried and true process to get you a plan that will work the way you need it to.

    • Ongoing Planning

      Our service is ongoing and we’ll get you comfortable with your plan and fluent in your finances. If we’re in conversation and you nod, we make certain you know what you’re agreeing with. You’ll be able to make supported, educated decisions at every step and will be there as you need us.