Our Process


Step 1: Discovery Session

  • Discuss your financial concerns and the goals you would like to prioritize.
  • How can implementing a financial plan assist in achieving your objectives?
  • Review the planning process and explain the “homework” portion.
Step 2: Gather Information
  • Take a snap-shot of your current financial situation.
  • Gather facts and figures relative to your assets, liabilities, income, and expenses.
  • All information collected remains strictly confidential.

Step 3: Analyze Information

  • Input information and run calculations to create a preliminary financial plan. 
  • With your permission, we may consult with your other trusted advisors; for instance, your attorney, accountant, or stock broker.
Step 4: Present Recommendations
  • Propose custom solutions designed to satisfy your financial goals.
  • Evaluate different alternatives to accomplish objectives within a realistic time horizon.
Step 5: Implement Final Plan*
  • Implementing recommendations is vital in meeting your financial goals
  • Present your comprehensive financial plan, custom designed to reflect your current financial situation.
  • We stand ready to provide ongoing support and assistance. 
Step 6: Periodic Review
  • Meet regularly to measure success and make any necessary adjustments.
  • It is our commitment to strategize with you overtime so as your financial goals, objectives, and needs fluctuate, we can ensure that your financial plan reflects those changes as well.


*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.