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Our Planning Process

We are committed to enlightening you on the full range of options available to you; and educating you on key principles, strategies and approaches to pursuing your goals.

Our comprehensive financial and investment planning process begins with listening to you; analyzing your situation, circumstances, goals and objectives; and recommending strategies to address your needs. Following the implementation of your plan, we seek to continually monitor your progress against established objectives to help you remain on track as you pursue your goals.


Through our comprehensive discovery process, we seek to determine what matters most to you and your family. We learn about your values and investment philosophy to make sure we’re a good fit for each other.


We will analyze your current situation and strategy, suggest strategies to potential problems and point out areas of opportunity. We will develop a comprehensive strategy and recommendations aligned with your goals and objectives.


We will present you with personalized, written recommendations.


Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan.

Ongoing Review & Monitoring

Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time.

We will schedule regular reviews to help keep your strategies on track, and meet with you whenever you have questions or concerns.

Contact Us to schedule a no-obligation consultation.