Our Process

Step 1: We identify your needs, address your concerns, and set concrete goals that lead to financial freedom.
This is about your goals and concerns.

Step 2: We continue to get to know each other. We gather financial documents so we can get a clear view of your current financial picture.

Step 3: Everything in life carries risk. We identify a comfortable level of risk for you and use it to guide your investment decisions.
The "only guarantees are Death and Taxes" Ben Franklin.

Step 4: We take the information from Steps 1-3 and develop a detailed map that help to guide your financial decisions.
Often times there is a back and forth exchange to clarifying items from prior meetings.

Step 5: We review your financial map and make adjustments until it’s just how you envisioned.

Step 6: We develop an investment plan and identify potential solutions based on your financial map.

Step 7: We work to accomplish your goals as a team. If something is too big for our office to handle, we loop in other trusted professionals. All of us work together to accomplish your goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  206-774-0262