Our Process
To ensure we effectively serve your unique needs and goals
1
Get Acquainted
Our initial meeting together is going to be all about your needs and goals, as well as your expectations of an advisor. With this information, we’ll gain a clearer understanding of whether or not our services complement your current financial situation.
2
Discovery Time
Next, we’ll embark on a discovery session that includes reviewing your financial documents, discussing your objectives in more detail and outlining any recent changes or transitions in your life. By compiling this information, we’ll obtain the insight necessary to effectively serve you.
3
Plan Creation & Presentation
From there, we’ll begin exploring alternatives and outlining our recommendations. During the presentation of your financial plan, we’ll educate you on our rationale behind each decision, as well as the steps necessary to secure your success.
4
Ongoing Optimization
Meeting at least once a year, we’ll continuously monitor your progress and make adjustments to your plan to ensure it remains aligned with your current needs, goals and vision for the future. As things come up, we’ll meet to discuss any questions or concerns you may have, in addition to any changes that have occurred in your life.