Our Process

Every client's situation is different. Creating a plan is not a one size fits all endeavor. We take the time to get to know you and understand those things that are most important to you. We do that by adhering to the following process:


The discovery meeting is time spent learning about you and your family. We ask a lot of questions and carefully listen to your answers. It's a time for us to spend time listening to your hopes, dreams, concerns, and your most important values.


To achieve long-term success, any investment must be tied to the goals you are trying to achieve. In this planning stage, we begin working on your personal plan. We analyze whether what you are currently doing will get you to where you want to be. We will identify any gaps that may exist and offer solutions to close those gaps.


Written implementation instructions are offered with each financial plan we create. You have the option to implement the plan on your own or have us implement it for you.


Retirement planning is not a set it and forget it proposition. It is dynamic and may change if there are changes in your circumstances. We have regular meetings with clients to track progress toward your goals. Our ongoing monitoring helps you stay on track with your plan.