Our Process

5 step process
5 step process

Client's Role

  • Get acquainted. A personal meeting is arranged to discuss the full extent of available services, and to review your situation.
  • Inform your advisor. Your advisor may anticipate many of your needs, but will not assume anything. This is why it's important that you be candid in providing the most accurate information.
  • Ask questions. We will do our best to educate you regarding financial matters, but at the same time, you too should be sure to ask a lot of questions. Inquire for details and explanations about recommendations and how certain plans may work.
  • Make it a team effort. Work with us! Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.
5 step process

Professional's Role

  • Review your individual situation and personal objectives. Money is not a goal in and of itself; it is, however, a tool for financial freedom. The more your advisor knows about you, the more precise and on-target their recommendations will be. All information will remain strictly confidential.
  • Analyze and review your goals. Your advisor will work with you to identify and prioritize your objectives, and then help establish benchmark goals.
  • Develop and implement a strategy. A customized plan will be reviewed with the client to determine accuracy and make adjustments where desired.
  • Monitor progress and provide ongoing service. Proper planning isn’t accomplished in one sitting, nor do your needs remain constant. Strategies need to be adjusted periodically. Your advisor will work with you to ensure your plan is up-to-date..