Our Process

UNDERSTAND YOU AND YOUR SITUATION

During our first visit, we will focus on getting to know one another to determine that we are a right fit to help you on your journey to financial security. During this visit, we will focus on you, your family, your goals, and dreams. We will ensure that our conversation includes a discussion about your needs, concerns, as well as your feelings about investments, risk and other aspects of your finances.

ANALYSIS & EDUCATION

Before our second visit, we will analyze your current portfolio to determine if you are on track to reach your goals and desired lifestyle. This analysis will include a picture of where you stand today and what rate of return you will need to achieve or sustain your lifestyle and other dreams. We will also present options, if applicable, to improve your plan, and make sure that those options align with your values and desires.

EXPLORE OPTIONS TO MAXIMIZE YOUR PLAN

After the second visit, you will have time to review the analysis and/or recommendations. In this third visit, we will determine what, if any, steps we may want to take to optimize your plan. If you make the decision to move forward, we will then determine the highest priority need and start there.

IMPLEMENT AND MONITOR

The journey starts with the first step, but it does not end there. Once we implement the plan, we will monitor your accounts, keep you informed through educational classes and personal one on one reviews and make adjustments as needed. We will be by your side through the entire journey to help ensure that it is a smooth, enjoyable ride.