Our Planning Process

The Seven Steps

Initial Meeting: This allows us to get to know each other to determine if our philosophies are similar enough to achieve your goals.

Discovery: This phase allows us to analyze and compile personalized financial information needed to develop your personal and financial goals.

Analyze: Our firm will then take an in-depth look at the data we have collected to develop solutions tailored to your unique set of circumstances.

Review: A discussion and review of your personalized financial plan will be agreed upon.

Implementation: We will then put your personalized plan into action, keeping you informed every step of the way.

Monitoring: Your personalized plan will be monitored to maintain a cohesive path to achieving your goals.

Empower: Our firm will continue to assist and educate our clients along the way. We feel an informed and educated client will be adept at making sound and prudent financial decisions.