Step 1
Free Initial Consultation
We offer an initial complimentary consultation in which we decide if our services are a proper fit.
Step 2
Data Gathering
Once the decision to move forward is made, we will take time to get better acquainted with your present situation.
Step 3
Strategy Development
We believe that developing a holistic plan that considers multiple strategies will allow you to make wise decisions with your wealth.
Step 4
Plan Presentation
We take the time to present our recommendations to you and then allow you ample opportunity to consider the path you want to take.
Step 5
Implementation
We take the initiative to help you execute the strategies we mutually agree are in your best interest.
Step 6
Plan Updates & Adjustments
We closely monitor your progress toward your goals and adapt your plan as changes in life circumstances, financial markets and laws dictate.