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.