Our Process

Our Process

By following a simple process, we believe our clients appreciate being equipped with specific next steps and clarity surrounding their wealth.

Before beginning the process, we like to have a personalized consultation to see if we’re a good fit to collaborate. We typically meet with clients face-to-face for this, but we are also happy to meet with you virtually.

Schedule Your Complimentary Consultation

1. Introductory Meeting

Getting to know you, what you hope to achieve and laying out next steps

2. Engagement Meeting

Establishing your goals and acquiring data and information

3. Analysis 

Analyzing your information and identifying areas of improvement

4. Plan & Recommendation Delivery

Discussing our recommendations with you and putting them into action

Building a Relationship ALONG THE WAY

Throughout the year, we are always here if you have questions or would like to talk through any decisions. We’ll support you when things are challenging, and we’ll celebrate with you when things are going well.

As you experience change, you can confide in us to adjust your financial strategies to keep pace with your evolving life.

Start the Process

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