Our Process

Your financial picture is as unique as a fingerprint, so our first priority is to get to know you – your values, ambitions, expectations and what keeps you up at night. Regardless of the particular financial strategy you may need, we always utilize a defined planning process to guide all future decisions.  We work with you in four distinct stages to develop and implement a plan tailored to your specific needs and objectives:

• Listen - We begin with a thorough discovery to define your goals and clarify your vision of the future.
• Understand - Then we assess and analyze all facets of your current situation that form the pieces of your financial puzzle, looking for gaps between where you are now and where you want to be.
• Customize - Tailored strategies are identified and their implementation may involve the coordination of multiple disciplines such as risk management, tax planning, education planning, investment management, retirement planning, estate and charitable planning.
• Assess - After your financial plan is in place, we review it regularly to adjust it as needed and monitor your progress towards your financial goals.