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Our Process

We use a fee-based planning approach, because we believe that the process of assessing your finances should be separated from the process of actually taking action on areas of need and opportunity.

Once you have completed our planning process, you may choose to implement with us, and we welcome the opportunity to help you, but first we have to review your complete picture to identify gaps, weaknesses and opportunities.

The truth about money is…
If what you knew to be true,
turned out not to be, when would you want to find out?

We deliver our written recommendations to you upon completion of a series of three impactful meetings.

Our process
Meeting I: Introduction
Meeting II: Discovery Analysis
Meeting III: Plan Delivery
************* Subsequent Meetings
Monitor & Review

*You are free to implement the plan recommendations with the financial professional of your choice. Periodic reviews or updates require a new agreement and may be subject to additional fees.