Our Process

We want you to feel confident about your next stage of life.

Having someone always watching out for your best interests during life's pivotal moments, with advice tailored specifically to your individual needs.

Retirement. Divorce. Career Change. Loss of A Loved One. Selling a business.

Advice about your money requires a personal touch combined with experience and attention to detail.

Our complimentary, no-obligation process will educate you on how to select a financial advisor, address concerns, answer your questions and provide actionable recommendations.

Start Here

1. Introduction Phone Call

We have a 15-minute initial phone call to make the most of our time and yours, giving us both the opportunity to make sure our solutions are a good fit for your needs. We are happy to make referrals to other advisors if we feel we are not a good fit.

2. Inventory and Confidence Checks

We have a first meeting to create a clear picture of your unique situation. We do a Confidence Check, asking what you are most/least concerned about. Then we do a Financial Inventory, asking what your finances look like today?

3. Our Analysis

We review your Financial Inventory and Financial Goals and prepare for our second meeting.

4. Answers and Recommendations

We have a second meeting to explain in a clear, concise manner what you need to help accomplish the things you told us were most important in your life.

5. No Pressure Decision

We ask if you would like to become a client or go home and think about it. Our business is built on life-long relationships, so we are in no rush for you to decide.

6. Onboarding and Paperwork

If you decide to move forward, we get you started.