Our Process
A Tailored Approach to Growing Your Financial Future
Our process isn’t just about managing wealth—it’s about nurturing a plan that grows with you and your life’s journey. We guide you step by step, from understanding what matters most to you, to building a roadmap that aligns with your goals. Using the CFP® 7-step process, we make complex decisions simpler, helping you confidently navigate retirement, tax strategies, and legacy planning. With every decision, we ensure your financial plan supports not just your future, but the purpose you want to live today and for generations to come.
Step 1: Meet & Greet
Initial conversation around your lifestyle, current financial picture and goals. This is a lifelong relationship that starts with an exploratory first date to make sure we are the right fit.
Step 2: : Identify What Matters to You
Goals are a key component to ensure your Financial Plan is tailored to you as a person, just not just you on paper.
Step 3: Evaluate
We thoroughly analyze your current course of action and potential alternatives that may be prudent.
Step 4: Develop Your Recommendations
Using all the insight and information gathered and reviewed, we prepare personalized, implementable recommendations for your review.
Step 5: Show You What We’re Thinking
Present you with the Financial Planning recommendations, giving you time to ask questions and thoroughly understand the what, the why and the how.
Step 6: Make it Happen
A plan is only as good as its implementation. In this phase, we put our plans into action.
Step 7: Monitor & Adapt
Ongoing monitoring and updating of your investments and financial plan to ensure they continue to be appropriate for your ever-changing needs.