Our Process

Our Planning Process begins with the first handshake – building a solid relationship is the foundation on which we do our greatest work. Getting to know you is more than knowing your finances. It means understanding you and the things most important in your life. 

We work with you to identify your goals and where you are relative to those goals. We evaluate possible solutions and develop strategies to help you get where you want to be. Wait, it doesn’t stop there. Implementation is a step that is often missed, resulting in a failed plan. Our team will guide you through each phase of  planning and recommendations – vision becomes reality.  Finally, optimization of your financial situation is accomplished through our centralized advanced planning technology and regular visits with your advisory team.