Our process reveals a pathway to your plan.

Our Consultative Process

We are guided by our consultative process to incorporate who you are; personally, professionally and financially, into your distinct plan. As we walk through these steps together we will fully assess your current financial situation, identify wealth management opportunities, and make suitable recommendations based on our findings. All while helping you understand the strategic nature of your plan and our process.

We understand that your life and plans may change as time goes by and so we are able to make adjustments as we monitor your progress. We are on this path together—focused on your future.

Discovery Meeting

We take time to understand your goals for your family, business, and future.
In our first meeting together, you’ll experience firsthand the

Investment
Plan Meeting

Your current financial needs are addressed and we present recommendations for your future
We present our assessment of your current situation and our

Mutual Comitment Meeting

We decide to work together and confirm our joint commitment to your plan.
Sharing a common vision for your plan is important. At this meeting,

45-Day Follow Up Meeting

Your information and paperwork are checked to make sure everything is accurate.
It’s easy to become overwhelmed with the amount of paperwork you

Regular Progress Meeting

Monitoring your progress with regular meetings is imperative as we work to keep you on track with achieving your goals.
We schedule our meetings at intervals convenient for you.