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Our Process

Discovery and Data Gathering

At the beginning of the process, it is important to sit down and discuss each client’s unique values, priorities and goals. It is important to define your personal and financial goals, your time frame and your risk tolerance.


Your results are reviewed and a plan is designed to meet your goals and objectives.


All recommendations are presented to you for review and approval. The recommendations address your individual goals and objectives. The recommendations and alternatives are discussed so that you can make an informed decision.


The plan that was discussed is now put into action.

Ongoing Communication

The results of your plan are periodically assessed to ensure your goals and objectives are being met. A communication plan is tailored for each client that includes review meetings and client communication.