OUR PROCESS

Our first meeting is where we decide together if financial planning or investment management is right for you and your situation and if you would be a good fit for our firm

One-on-one time with your Financial Planner in our Get Organized meeting combined with industry-leading technology to help us learn about your needs.

The first look at our early modeling and your chance to provide input before we move to finalize recommendations

While financial planning is an ongoing process, at least once per year we do provide a written plan with easy-to-read action items.

Through our investment, legal, and accounting relationships, we can handle investment management, legal document preparation, and tax return preparation.

Yearly course corrections allow you to stay on the path to financial success.