Our Process

Before we move through the full scope of our engagement process we first determine if there are any immediate and pressing needs.  If so, we will address  these first and then proceed from there.

This is where we get into all of your details.  We’ll understand your total financial picture and current strategies in place across all areas of financial opportunity and concern.

What does success look like to you. How do you want to live? This can't all be about numbers as we're looking into the qualitative side of your life to find out what is truly most important - and ultimately answering the question - How do you align your assets and financial strategies to what's most important.

We view our client’s financial life through the 7 "Areas of Opportunity and Concern".  Strategy Development takes place by taking all relevant information into consideration to determine the best solutions across each of these areas to best effectuate a client' s vision and goals.

The final piece of the puzzle is to properly coordinate all strategies across all 7 planning areas.  By understanding how the different planning areas interact with each we can take advantage of the efficiencies that coordination provides, thereby reducing a client's net worth drag and increase their net worth over time.