Our Process

We have a comprehensive approach to financial planning. Our process begins with establishing the advisor-client relationship, gathering information, determining goals, analyzing and evaluating the information, developing and discussing the plan with you, implementing the plan, and finally, monitoring and reviewing the plan on an on-going basis to make sure that it accomplishes what you have set to do.

  • Discover

    A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you.

  • Analysis

    In this part of the process, we gather all relevant documentation and thoroughly review your financial and estate resources to help you comprehend how your assets are positioned and how they can be harnessed to achieve your overall goals.

  • Implementation

    We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you to evaluate all options so that you can decide which choices are right for you. We then act to ensure that your overall plan is implemented. We excel at assembling all your advisors and subject matter professionals to ensure everyone is on the same page and working on your behalf.

  • Monitor and Evolve

    Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We are always candidly evaluating whether your strategy remains on target or if adjustments are needed.