Our Process

Step 1: Review

The more we know about you, the more precise recommendations we can make. In order to best serve your family’s unique financial situation, we take the time to discuss your hopes, dreams, objectives, and the things that really matter to you. It is important to us to find out as much as we can about you and your financial goals in the first meeting.

Step 2: Analyze

We work with you to identify and prioritize your objectives, and then help establish benchmark goals.

Living in a world of unlimited choices means we are often overwhelmed and fail to reach our objectives. We try to accomplish too much at once or don’t attach specific deadlines to our goals. By breaking down your goals into specific objectives, you can look at available resources and decide which goals remain realistic, which need to be adjusted, and which should be abandoned.

Step 3: Develop

With a clear understanding of your goals, we help to develop and implement a strategy to achieve them. We recommend steps you can take using what we’ve gathered from our conversations and analysis.

Step 4: Coordinate

In addition to offering guidance, we also regularly coordinate insurance and financial activities with other members of your team of financial, tax and legal advisors.

Step 5: Implement

To ensure success, we implement your strategy working closely with you and your third party professionals. We provide ongoing service as your needs and situation change over time to make sure that your strategy is still best serving your financial goals.

Step 6: Monitor

Creating a financial plan is not a one-shot deal. As your life and the economy change, your strategy will need to be adjusted. We work with you over the years to help keep your program on track with your changing needs.