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Our Process

First and foremost, we want to get to know you. Who you are, where you come from, and where you want to go. We also would like for you to get to know us. Who we are, what we stand for, and how we can help you reach your goals. Getting to know one another personally from the very beginning, allows us to better serve you moving forward.

Through a series of steps, we will engage, explore, design, implement, and manage a plan tailored to your needs. Setting important benchmarks along the way, we will establish three central phases to your plan:

  • Short-Term Goals and “Must Do’s”
  • Intermediate Goals
  • Long-term Goals

Before those benchmarks are defined, we will walk you through our intuitive planning process. Designed to specifically address all aspects of your financial life, our process is at the cornerstone of every strategy we create.

Here's how we get to know you:

Free Consultation:
Working with a financial planner is a personal, intimate experience. It is essential that we feel comfortable with you, and that you feel comfortable working with us. We offer free consultations to new clients so we can “take one another for a test drive.” During this initial meeting, we will provide you with detailed information about our investment philosophy and strategies. If your financial vision aligns with ours, we will schedule a second meeting to discuss your financial life in greater depth.

Discovery Meeting:
After deciding to work together, we will schedule a 60-90 minute session with you and our team. This allows us to explore your financial goals and concerns even further, and get to know more about who you are along with gathering the needed information to understand your financial life and goals.

Recommendations Meeting:
Once we have a full and complete understanding of your current situation and future goals, we will create detailed recommendations that will position you to achieve success. This 60-90 minute meeting will:

  • Confirm our interpretation of the information gathered
  • Provide you with an easy-to-read summary of your current net worth, goals, action items, and more
  • Cover areas such as savings targets, debt repayment, investment goals, retirement planning, insurance, estate planning, and tax planning
  • Go over your asset allocations including current work retirement and deferred compensation plans, closely held businesses and private placements
  • Provide you with recommendations for potential credit solutions

Follow-Up Meetings:
Every 3-6 months, our team will meet with you to go over your plan. These meetings give us the opportunity to discuss upcoming life events with you, and go over changes in the markets. Your plan is a living document, designed to adapt with you, and our advisors will continually monitor its progress to make sure it stays on track.

As an independent firm, we believe in the power of transparency. We want to be as up front about our costs as we can, but planning and asset management fees vary, depending upon levels of complexity. To find out more, give us a call to schedule a free initial consultation.