Our Process

Discovery-- In this initial phase, we take our time and great care to learn all we can about you and your unique financial outlook. Together, we work to clarify where you are, where you want to go, identify any risks and develop tangible goals to pursue.

Plan development—Putting all the puzzle pieces together into a comprehensive plan to see the whole picture.

Identify solutions-- We now have a better understanding of your financial goals, a picture of how it all comes together.  So we work together to identify specific solutions for putting those plans into motion. Your feedback is valued every step of the way.

Implement Strategy—Where the rubber meets the road, we put plans into motion. Together, we create a timeline and strategies, manage the execution of the plan we have worked with you to develop, and help you keep that plan on-track.

Monitor progress and adjust— We continue to monitor your progress and measure results against mutually agreed upon benchmarks.  This allows us to make any necessary adjustments along the way, while staying on-track as we work together to achieve your goals. This process helps to ensure sustainable results, which increases your confidence in the success of your plan.