Our Process

A detailed planning process is the best way to establish financial security

A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul. So what are the steps?

Step 1: Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

Step 2: Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

Step 3: Detailed Planning

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, home ownership, estate planning, and detail the steps needed to conquer each obstacle.

Step 4: Ongoing Advice & Service

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

The Result: Financial Freedom

Our process encourages you to dream, plan and live your ideal life.

You will find us passionate about smart financial planning where your aims and goals become our motivation. Our aim is to get to know you, understand your priorities and see your future through your eyes. Our approach centers around you.

We focus on long term relationships, integrating all aspects of your finances – whether business, personal or both. This approach enables us to give you relevant and timely advice about your money. We don’t work with thousands of clients, so you will always feel valued and personally known by us.