Our Process

We follow a natural financial planning process:

Consultation

We start our process together with a conversation. Understanding who you are is key to effective financial planning, so we take the time to get to you know. We believe that open, honest communication is integral to excellent service.

Discovery

We want to know what matters to you—your goals, priorities and values. That understanding guides our advice for you as we learn about any gaps between where you are and where you’d like to be in your life. Without judgement, we assess your current financial situation so that we know where you’re starting. This crucial information helps us to know how to help you.

Analysis

By integrating your current financial situation with your priorities for the future, we develop appropriate strategies to get you onto a path to reach your goals. We consider tax mitigation, your retirement timeline and multiple other factors in determining strategies for you to consider.

Implementation

Using strategies we’ve developed for you, we implement your plan, taking care to handle all of the paperwork and other management details.

Monitoring

We continue to closely monitor your progress and make adjustments as necessary to keep your portfolio aligned with your goals.