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Our Process

We like to follow a structured process to identify the scope of your financial planning needs and desires. Once we get to know you, we can work with you to develop a dynamic plan that addresses your current circumstances, needs and wants while adjusting for changes in your life down the road. We are in it together for the long haul.

So what are the steps?

1) Introductory Meeting

Let's talk about your goals, desires and preferences. We'll also discuss potential obstacles and your fears about your finances. We will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

2) Exploration Phase

Based on our introductory meeting, we'll take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

3) Detailed Planning

Now it is time to set you up with a plan. Based on our prior discussions, we can deliver an easy to follow road map that will lead you toward your financial goals. We will specifically address the areas that are of greatest importance to you, such as saving and investing for goals (whether they be short, mid or long term), investment options, risk management, insurance, tax strategies and estate planning.

4) Ongoing Aid and Advice

Your priorities and goals will likely change with time. We embrace change, and we're here to help. We believe that you are the Chief Executive Officer of your life, and we want to be your "Chief Financial Officer" to provide you sound financial advice to make CEO decisions in your best interest. As your life circumstances change, we will be a constant presence to ensure that your plan transitions along with you.

Our Active Investment Strategies are Designed to Buffer Downside Volatility While Allowing Room for Upside Growth


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