Our Process

Once the conversation begins, our consultative process includes:

• Identifying what is important to you,
• Establishing your current financial situation, and
• Determining the path to pursue your goals.

We spend a great deal of time listening to you in an effort to provide consistent guidance through the years. We encourage a full review of your strategy once or twice a year as the markets fluctuate over time. 

Each of our meetings entail a comprehensive review of your total financial net worth, critical financial information, any new life or financial goals, changes in health, as well as any issues or concerns you may have.