Broker Check

Our Process

1.  Agree on How to Work Together

We will explain the services that are offered and how our clients benefit from them. Together we will discuss the scope of our engagement and determine next steps. 

2.  Gather Info and Set Goals

Together we will talk about your current financial situation and review any necessary documents. Throughout the conversation we'll define your personal and financial goals. 

3.  Analyze and Strategize

We will take all aspects of your financial life into account and determine options to meet your goals. The analysis may cover cash flow, debt management, risk management, investments, tax strategies, or estate strategies.

4.  Develop Recommendations

Next, we will deliver our recommendations and the rationale behind them so you can make informed decisions. We will take time to answer questions, or areas of concern, then collaborate on any revisions if necessary.

5.  Put Your Plan Into Action

We will agree on the recommendations that will be implemented. If you choose, we will implement the recommendations directly, or serve as your consultant in coordinating the process with other professionals, such as accountants or attorneys.

6.  Monitor Progress and Stay On Track

As we lay out the frame work on accomplishing your goals we will need to decide on how your progress will be tracked. If we are in charge of that task, we will check in from time to time to review your situation and make any necessary adjustments to our original plan.