Broker Check

Our Process

Introduction and Discovery

Our first meeting is to get to know you. We establish goals and objectives and explain our capabilities and process. This meeting is important for us to identify what is important to you and answer any initial question.

Evaluate and Develop a Plan

In this step, we will analyze your current financial position. We identify gaps and opportunities to meet your future goals and benchmark where you are compared to where you want to be.

Present the Plan

We will deliver and present detailed and specific recommendations. At this stage we look to obtain consensus on the overall strategy and recommendations. We will create a timeline to set expectations for each component of the plan.

Monitor and Update

It is imperative to update and monitor your plan as inevitably life changes. We will revisit and adjust the plan as major changes happen in your life. Adjusting the plan to take advantage and capitalize on new opportunities is part of our regular review process.