It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. 

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan will not only provide financial confidence throughout your life, but it can also reduce the damage that disability, critical illness, or other sudden losses of income may have.


So what are the steps?


1. Discovery Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also establish mutual expectations and determine if an ongoing partnership makes sense.


2. Get Organized Meeting

After our first meeting, we will take a deeper look into your situation. We will ask you to share the details of your financial life so we can make the best possible recommendations for you.


3. Explore Possibilities Meeting

We will discuss the preliminary results of your financial planning analysis and get clarification on what you would like to see presented for future scenarios so that we can provide more specific recommendations.


4. Plan Delivery Meeting

You will receive a roadmap that will guide you towards your financial goals. The plan will address the areas that are most important to you and outline the steps needed to conquer potential obstacles. Your plan will include advice on how to structure your savings and investments to achieve the best possible risk-adjusted returns while remaining tax-efficient.


5. Ongoing Financial Planning

Life is constantly changing, and your goals will change, too. When new priorities arise, we will adjust your approach to wealth management and savings. From time to time, we will take a deeper look at specific areas of your financial plan such as insurance, cash flow, employee benefits or charitable giving.


Contact us today to see how a financially sound plan can bring you closer to your goals.