Broker Check

Our Process

  1. Comprehensive data gathering and clear development of your short-term and long-term objectives.
  2. A detailed review and accounting of your current assets, income and expenses, and a thorough understanding of what you will need to live on during retirement.

  3. Analysis and modeling of your current asset structure, and determining the probability of these assets and income achieving your financial independence, charitable, and distribution objectives. 

  4. Prioritizing your goals and issues.

  5. Educating and advising you on a full range of strategies that will give you the best chance to reach individual objectives.  You will have a team that is focused on your entire financial situation.

  6. We provide you with one year of service. This will assist you with implementing any recommendations that you agree with to ensure the proper alignment of your objectives in your portfolio. 

  7. We will act as a catalyst to coordinate among your other advisors to make sure that your comprehensive plan is properly coordinated, integrated and executed.

  8. Regular reviews, annually at a minimum, to monitor your situation, make sure you are on track to meet your objectives, and revise your plan as necessary.


Our Planning Process consists of the following steps:

Find Your Perfect Fit

Thank you!