Our Process

We strive to create a plan to which our clients can balance setting realistic goals and having the confidence to achieve them. Using our formula and simplifying the planning process, we are able to do what we say we will do. Every time.

This process is a true synthesis of multiple financial elements, but we work hard to simplify them so our clients gain the confidence to live their lives today and have the ability to retire in the future. 

• Discovery Meeting
  The first client meeting in the wealth management process, the Discovery Meeting, is focused on gaining complete, in-depth understanding of the prospective client so that we can make appropriate investment recommendations.
• Wealth Diagnostic
  We present and walk our clients through the specific plan, we developed for them. Making sure to go in depth on all strategies we recommended so our client can gain more confidence.
• Mutual Commitment
  If the client wants to proceed, we will meet and move forward with the recommended plan and go over the next steps in the process.
• 45 - day Follow Up/Advanced Plannig Meeting
  During this stage we will follow up to make sure the client is not drowning in paperwork as we know it can be difficult to keep track of everything. The finalized plan will be presented and put in place going forward.
• Progress Meetings
  These are meetings we schedule periodically just to catch up with clients and let them know the progress they are making by following the agreed upon financial plan.