We work together to create your personal road map. Where do you want to go?


Step 1:  Initial Call

This is the first step, where we schedule a time for a brief conversation to get to know each other and determine  if we have a good fit. You'll tell us where you want to go, and we'll explain how we can help you get there. 

Step 2:  Discovery Meeting

The second step in the process where we begin working together and take a deep dive to discover more about you, your goals and your objectives. The discovery process is robust and thorough, leaving no stone unturned. Your investment portfolio, retirement plans, insurance coverage, tax planning and estate planning as well as any additional areas are thoroughly reviewed. 

Step 3:  Investment Plan Meeting

This step is where it all comes together for you. Your written road map is created for achieving your goals, and implemented with careful attention to detail.   The focus will be on answering important questions such as: 

  • Can you afford to retire?
  • Are you paying too much in taxes?
  • Can I improve my investment portfolio to better align with my goals? 
  • Are there risks to my retirement that can be minimized or eliminated?

Step 4:  Monitor, Review and Update

Going forward your progress is measured, and your portfolio and planning are monitored and updated on a regular basis. After all, life is unpredictable and change is inevitable.  You will receive regular reviews, customized reporting and thoughtful conversations, of course.  

If this sounds good, the next step is to learn about our experience in working with clients like you.