Step 1 - Engage
Our process begins with a series of questions to determine your financial planning needs and goals. We offer you a complimentary initial consultation with a financial planner to understand your unique situation and demonstrate how we can help you.
Step 2 - Collect
We gather detailed information pertaining to your unique financial situation in order to develop a customized and accurate financial plan as well as clarify your needs and goals.
Step 3 - Analyze
We analyze the data and your unique situation
Step 4 - Design
We develop a customized plan based on your input and our analysis. We take the time to be sure you are comfortable with your plan.
Step 5 - Implement
We coordinate with your other advisors, recommend specific financial products to meet your objectives and then assist you in implementing your customized plan. You decide what you want to implement and when.
Step 6 - Review
We anticipate the need for change and review your plan often, meeting on a quarterly basis and comparing actual results to initial assumptions to determine if your goals and objectives are being reached. We make adjustments if life situations dictate that change is necessary.