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Our Process

We are problem solvers, strategists and devoted advocates of your continued success. Though we are engaged in adapting to our rapidly changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored planning process.

Establish Core Values & Goals

Successful planning starts with trust. We dedicate our initial meeting to learning about you and your life, both inside the financial world and beyond it. Through active listening and asking the right questions, we seek to gain a thorough understanding of who you are and what you value most.

Gather Financial Information

While learning about your dreams and objectives, we will work diligently to assess your current financial situation. In addition to exploring your goals, we will analyze your risk tolerance, business commitments, family situation and more to develop strategies tailored to your best interests. Working from that foundation, we can build a framework to grow and protect your financial freedom.

Create Custom Financial Plan

As an independent firm, we design our plans based on objective testing and measuring, not on opinions. Our solutions are engineered to advance and achieve your most valued goals. Working as a team, our professionals will carefully integrate your financial plan into a holistic, cohesive solution.

Implementation of Strategies

After presenting our leading recommendations, we encourage our clients to take the time to select the strategies that they like the most. Upon your selection, we will set the plan to action. To ensure the total alignment of your strategies, we will coordinate our process with additional members of your team, including CPAs and attorneys.

Monitoring & Adjusting

Comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. Through ongoing strategy meetings and reviews, we will work alongside you to adapt to change and continue promoting your success.