Our Process

Prospective clients can expect the beginning of our relationship to follow the path described below. We hope you’ll find that we are willing to invest our time and resources to show you the quality of our work during this journey. 

Let’s Connect. We look forward to learning about you and your goals during our initial phone call. We will provide you with an overview of our planning process, our investment philosophy, and share how our services may be beneficial.

Get Organized.  After our initial call, we will send you our Financial Planning “checklist,” which contains a list of information essential to us gaining an overall understanding of your full financial picture.

Initial Plan Review & Refine Goals.  During our first meeting, we will review your financial information with you, explain what we feel is attainable, and set a path towards reaching those goals. We will use our decades of experience and innovative financial planning software to answer questions important to you, such as:

• How am I positioned for retirement?
• I am thinking about selling my business; will I have enough resources to maintain my lifestyle?
• Are my investments positioned in a way that aligns with my goals?
• Can we pay for our child(ren)’s college? 
• I am concerned for the financial well-being of my parents. Can you help? 

Brainstorm Strategies and Analyze Tactics.  We will present finalized recommendations and pricing to you during our second meeting in clear and easy-to-understand terms. We will provide you with specific and implementable recommendations that align with your goals. 

Sleep On It. Having been in business for decades, we are in no rush for you to make a decision. Things you should consider: Do you like & trust us? Is the value we provide to you worth the cost? 

Execute. When you are ready to work with us, we will begin preparing the paperwork to become a client and send it for your review and signature. We are happy to have a third meeting if you have any questions about the paperwork.

What’s Next? Review meetings are regularly scheduled to benchmark progress toward your goals, monitor your plan, update the plan and make adjustments as life changes.