We know financial planning and money management can feel overwhelming. We calm your nerves and increase your confidence through our simple, 7-Step Process. To begin, we offer you a complimentary, no-obligation consultation appointment so we can make sure this relationship is right for you and our firm.
We schedule time together in order to understand your values, attitudes toward money, investment experience, and comfort level with the ups and downs of investing.
We gather the information we need from you and prioritize your goals.
We analyze your information and evaluate your probability of reaching your goals based on your current financial position, time horizon, and risk tolerance.
We develop your financial plan after considering potential courses of action.
We present our selected recommendations and the information considered when developing our recommendation.
We agree on the path to address your financial goals.
We benchmark your progress toward those financial goals and refine along the way as your needs and circumstances change.