Our Process

Introduction & Discovery

The central focus of our initial meeting is to get to know you and your family. Our goal is to gain a deep understanding of your needs by asking simple questions to determine how we may best serve you. We’ll discuss the personal experiences that have shaped your life and present situation, as well as the opportunities you are facing, the goals you’ve set, and the barriers that could derail your progress. At this time, we will also introduce you to our service offerings and fee structure.

Evaluation & Analysis

The next step in helping you achieve your goals is assessing your current resources and responsibilities. Our advisors perform in depth analyses of this information to clarify what changes or improvements may be required to make to reach your objectives.

Proposal & Recommendation

After compiling our research, we begin to create a customized plan using the key financial principles to safely grow your wealth while ensuring secure long term income. Your feedback is a valuable part of this process to ensure our recommendations are consistent with your needs and comfort level.

Preparation & Implementation

Throughout this phase, your comprehensive plan transforms from advice to action. Teamwork is key to a successful strategy, thus we surround our practice with qualified professionals, leveraging their expertise to coordinate and implement your financial plan.

Periodic Review & Adjustment

We want you to succeed! Due to life’s ever changing events and market conditions, periodic meetings are crucial to making sure your plan remains on target.


Our fees are based on a percentage of assets under management and/or commissions, depending on the products and services you select.