Our Process

Trust is earned over time. We understand and know that even engaging in our first conversation can feel like a huge leap. Below you will find a brief overview of what to expect. We hope to make that initial big leap feel instead like several small steps.

Step 1. We offer a free, no obligation consultation to begin a conversation. We believe listening creates possibilities. During our conversation, we listen – to learn more about you and what you value most. If you don’t know where to start, don’t worry. We have a process to guide our conversation to make sure we cover all of your needs. We’ll also tell you more about us and how we can help, but this first connection is all about you. Feel free to bring any financial information for us to review, but it’s certainly not required.

Step 2. If you decide to move forward to create your individualized comprehensive financial blueprint, we will provide a user-friendly checklist to gather all your financial data such as current statements, will and trust documents, budget worksheets, net worth statements, etc. along with questionnaires to assess your Risk Tolerance and current Financial satisfaction. We will then set up a second meeting to review the information with you allowing us to further get to know you and to begin crystalizing your goals.

Step 3. We’ll reach out to schedule a time to review our findings. During this step, we will show you details about what strategies we recommend and how you can work towards achieving your financial goals.

Customized Plans – During this process we’ll help you frame the details of your current or desired retirement lifestyle, creating various scenarios and what-ifs to assist in making the most appropriate decisions. You’ll receive a customized plan that you can understand and have confidence in, not product details and sales literature.

Relationships, Not Transactions – You’ll find this philosophy in every interaction with your team. While you consider investing in your future, for us, this is an investment in a lifelong relationship. You’ll never be pressured to buy anything or to make decisions before you’re ready.