Step One: Discovery & Understanding

• Define your objectives and life goals.

• Determine risk tolerance.

• Understand your family’s needs.

Step Two: Professional Analysis & Design

• Determine the possibilities and alternatives based on your goals and objectives.

Step Three: Education and Determination of Ideal Strategy

• Provide a clear understanding of solutions.

• Educate on pros and cons of all options.

Step Four: Delivery

• We deliver our recommendations.

Step Five: Take Action*

We coordinate all of the steps necessary to implement your long-term plans.

*You have the option to implement with us or with a provider of your choice.

Step Six: Annual Review**

We annually review and adjust your financial plan to ensure that it is still in line with your financial goals.

**Periodic reviews or updates require a new agreement and may be subject to additional fees.