Our Approach

How It Works

We Listen

It starts with a simple conversation.  We take the time to listen and ask clarifying questions to understand who you are, what’s important to you, and where you want to go.

We Collect

Next, you will be provided with a data collection checklist that itemizes all necessary information we need to develop your plan.

We Analyze

With your data in hand, we organize your information and look at things through our various financial planning pillars. This gives us a clear and full understanding of your financial situation.

We Develop

After we know your priorities and where you stand, we can develop your personalized financial plan to help you achieve your goals and address any problem areas you may have.

We Present

Once we’ve developed your plan and our recommendations, we present findings in a clear and easy-to-understand way.

We Execute

The next step is to put your plan in motion and implement any recommendations or necessary changes.

We Monitor

Our work does not end after your initial plan.  As your life and circumstances change, so should your plan.  We consistently monitor the areas of your financial plan to make sure you stay on track.