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Following a Disciplined Process
To Guide You Towards Your Goals

Here’s How We’ll Work with You

Our process helps us truly get to know our clients and stay focused on the goals you hope to achieve. You’ll be equipped with a full-fledged strategy that encompasses every part of your finances and provides you with a clear path towards accomplishing your objectives.

1. Mutual Discovery

2. Develop Financial Plan

3. Implement Financial Plan

4. 45-Day Follow Up

5. 90-Day Review Follow Up

6. Ongoing Monitoring

Mutual Discovery

In an initial call, we’ll talk about your financial goals and circumstances and your expectations for the planning process. From here, we can help determine if we’re a mutual fit.

Step 1

Mutual Discovery

Step 2

Develop Financial Plan

Step 3

Implement Strategy

Step 4

45-Day Follow Up

Step 5

90-Day Follow Up

Step 6

Ongoing Monitoring

Develop Financial Plan

After reviewing your financial documents and understanding your goals, our team will work to create your comprehensive financial plan, which includes your investment strategy and insurance strategy. Your plan will be designed to address every element of your financial life, from retirement income to college savings goals. We'll also plan for the 'what-ifs'.

Step 1

Mutual Discovery

Step 2

Develop Financial Plan

Step 3

Implement Strategy

Step 4

45-Day Follow Up

Step 5

90-Day Follow Up

Step 6

Ongoing Monitoring

Implement Financial Plan

At this point, we’ll put your plan into action, implementing your investment strategy and insurance plan. You’ll be prepared with any steps to take on your end, but we will take care of the majority of items.

Step 1

Mutual Discovery

Step 2

Develop Financial Plan

Step 3

Implement Strategy

Step 4

45-Day Follow Up

Step 5

90-Day Follow Up

Step 6

Ongoing Monitoring

45-Day Follow Up

Once your financial plan has been put into place, we’ll meet after 45 days to review your progress. We will review your statements, get to know your goals and develop a comprehensive wealth management plan.

Step 1

Mutual Discovery

Step 2

Develop Financial Plan

Step 3

Implement Strategy

Step 4

45-Day Follow Up

Step 5

90-Day Follow Up

Step 6

Ongoing Monitoring

90-Day Review Follow Up

At this point, we are again looking to the future. What can be done over the next 12 months and beyond to move towards your goals and dreams? What is the communication plan from here? We’ll help build the action plan and timeline.

Step 1

Mutual Discovery

Step 2

Develop Financial Plan

Step 3

Implement Strategy

Step 4

45-Day Follow Up

Step 5

90-Day Follow Up

Step 6

Ongoing Monitoring

Ongoing Monitoring

Wealth planning is not a one-and-done deal. We are here to partner with you over the years, overseeing your progress and making adjustments as necessary. Your plan is designed to evolve just as you do, and we’re here to support you through it all.

Interested in Starting the Process?

Reach Out to Our Team

Step 1

Mutual Discovery

Step 2

Develop Financial Plan

Step 3

Implement Strategy

Step 4

45-Day Follow Up

Step 5

90-Day Follow Up

Step 6

Ongoing Monitoring

Ready to Begin the Process?

Reach Out to Our Team