Our Process
Our Comprehensive Process...Focused on You
We are passionate about working with our clients and helping them achieve their most important goals. Our three-phase approach to financial planning can make it easier to build, manage and protect your wealth, one step at a time.
Phase 1:
We Organize
We'll take the time to get to know you: where you are now and where you want to go.
Phase 2:
We Plan
Once we can see the whole picture, we'll build a plan that works for you.
Phase 3:
We Manage
Once your initial plan is in place, we'll find opportunities to improve and optimize.
PHASE 1
We Organize
MONTHLY MEETINGS
FREQUENT CHECK-INS
LOTS OF MOVING PARTS
PHASE 2
We Plan
QUARTERLY MEETINGS
FREQUENT CHECK-INS
GETTING THINGS DONE
PHASE 3