Our Process



Our process will begin with an initial consultation to get to know one another, to discuss our services, and to determine if we are a good fit.  After learning more about you and what you want to accomplish, we will schedule our next meeting. 


During the discovery meeting, we will learn more about your concerns and what is important to you. We will dive into your goals and current financial circumstances including income, expenses, assets, and liabilities. It will be very important for us to have a good understanding of your current financial situation to make a proper recommendation for you or you and your family.


All data and financial information from the Discovery meeting will be analyzed and a planning meeting will be scheduled.


During the planning meeting we will work with you to create a financial plan based on your goals, comfortability with risk, and time left to invest. We will create your comprehensive plan, which depending on your specific goals, can include debt reduction, emergency funding, budgeting, student loan analysis, retirement, insurance, education, tax, and estate planning.


After the plan is implemented, we will transition into the monitoring phase of our relationship which will include on-going quarterly meetings.  We will revisit your comprehensive plan to evaluate your progress, performance, and to determine if there are any adjustments that need to be made to the plan.


Click here to learn about our services:  /Our-Services.5.htm