DISCOVERY
We get to know you first. In addition to learning about your financial goals, we get to know you as a person so that we understand your values, money mindset, and vision for your future.
DATA GATHERING
We collect facts and figures about your current financial situation. This helps give us an idea of the gap between where you are now and where you want to be.
ANALYSIS
In this step, we run some projections and analyze the probability of success based on your current financial picture and your goals for the future.
RECOMMENDATION
Next, we make recommendations for you to choose a financial solution that will work in your best interest.
IMPLEMENTATION
Once you’re confident, we implement your plan and get you started on your path to success.
PERIODIC REVIEW
The work doesn’t stop here. We review your plan regularly to measure success, take into account any changes in your life, and make adjustments when necessary.
A key component of financial security is to prepare for the unexpected. We create strategies designed to help you through any obstacle you might face in the future. We also work with other professionals in your life, such as your CPA and attorney, to coordinate the implementation of your plan.
