STEP 1 – Initial Inquiry

Call or visit our website for a brief description of our services, philosophies, methodology, and fee structure.


STEP 2 – FREE Get Acquainted Meeting

This is an opportunity to discuss your needs and objectives and learn more about our services. During the meeting we will determine which services are right for you and develop a fee estimate for those services.


STEP 3 - Data Gathering and Initial Preparation

If you decide to hire us to help you achieve your financial goals, the next step is for you to gather the requested data. After we receive your information, we will begin to review and develop your custom financial plan and/or investment portfolio.


STEP 4 – Interactive Goal Setting

Depending on your individual circumstances, this step may or may not be necessary. The purpose of this step is to discuss and clarify the information you have provided, and to refine your financial goals and objectives.


STEP 5 - Analysis and Plan Formulation

We analyze your information and develop various financial and/or investment scenarios. After concluding our research and analysis, we produce final reports that include the relevant observations, assumptions, and recommendations for your unique situation.


STEP 6 - Presentation of Your Financial/Investment Plan

We review and discuss your personal financial plan and/or investment portfolio complete with our specific recommendations. At the end of this meeting, you will have a blueprint for financial success designed to help you reach your personal financial goals. We will help you implement the recommendations depending on the type of service desired.


STEP 7 - Financial/Investment Checkups

Periodic financial/investment reviews are essential to maintaining good fiscal health. We will schedule these meetings with you at whatever frequency you think appropriate. Proper implementation of a financial plan and periodic professional reviews are crucial to reaching your financial goals.