Our six-step approach to your comprehensive financial strategy is designed to help you achieve your goals and dreams. Our systematic method educates you at every step of the way, and helps you make informed financial decisions that are right for you.


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.