Our Process

At our initial meeting, we want to spend some time getting to know you and your goals, needs, and concerns. From there, we can consider the following questions together:

• What do you want to accomplish in life?
• Do you have any financial goals that you're already pursuing?
• What financial issues may be unique to your situation?

These questions give us a good sense of where you're starting. After that, we can begin working on developing your financial plan.

The next meeting is where we flesh out your plan and form the next steps in your financial future. After reviewing our discussion from the Discovery Meeting, we can assess what levels of support you will need in various areas of your financial picture and then create a plan to fulfill that need.

After a thoughtful review of what we discussed in the previous meetings, we will present our recommendations. These recommendations are based on our decades of expertise in the industry and are tailored to your situation. We’ll also answer any questions you may have and start discussing the next steps in the strategy.

Developing an ongoing conversation with you is the best way that we can understand what you want for yourself. Along with your annual financial review meetings, we will also send regular updates to fill you in on your progress and appropriate adjustments based on changes in your situation and in the investment markets, tax policy, and the economy to continue on the right path towards your goals.

We believe that strategic partnerships can only further enhance the assistance we bring to you. It’s all about providing you with the best resources to make you feel secure in your financial future. Please ask us about the recommended tax and estate planning professionals who would be happy to help you.