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Our Process

We’re in the Business
Of Getting to Know You

The financial planning process doesn’t begin with numbers on a balance sheet.

It starts with who you are, where you are today and what you envision for tomorrow. As we move through the process, we will have the opportunity to align ourselves with your values and goals. This creates a sense of synergy that only happens when deep and meaningful relationships are formed.

As we get started working together, here is what working with our team will look like:

Step 1: Let’s Talk

We want to know if you might be a good fit for us, and we are sure that you are wondering the same. We’ll have an initial conversation to help us better understand who you are and what your overall goals may be.

Step 2: Digging Deeper

If it seems like we may be able to meet your needs as a financial partner, we’ll start gathering relevant information and diving deeper into your current financial picture, areas of concern and long-term goals.

Step 3: Presenting Our Plan

The next time we meet, we’ll bring our thoughts and action items to the table. We’ll go over our plans in detail, and take all the time needed to answer your questions or address your concerns.

Step 4: Implementing Action Items

When you are ready, we’ll begin implementing the action items discussed previously. We’ll create a timeline for deliverables based on your individual goals and expectations.

Step 5: Review Progress & Ongoing Monitoring

We’ll meet regularly to review the original plan, monitor progress and address any areas that need to be adjusted or revisited. As our relationship progresses, we’ll schedule meetings regularly to address your evolving needs. In the meantime, we’re only a phone call or email away if questions arise or your circumstances change.

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