Our Process

Working Together

This is usually 1-2 meetings that could range from 15 minutes to an hour. 

These steps are imperative to the planning process. These meetings set the expectation of what you want me to accomplish and what is most important to you.

This gets the relationship off on the right foot and is different than any other advisor experience.

Together and Behind the Scenes

Now we start to understand where you are today. This is usually an additional meeting and the start of behind the scenes work by me!

This is done by doing a large data gathering activity (either together or by yourself) that gives me a comprehensive picture of your current financial situation. 

I need to know as much about you as I can so I can present productive steps to achieve that vision.

Behind the Scenes

My next step will to develop customized recommendations to achieve your most cherished goals and vision. This will be achieved with a variety of tools including, financial planning software, tax software, social security analyzation and much more.

I will deliver recommendation and if you feel good about the changes, begin to implement. 

Continuous Meetings

At this point, you will be in our quartly value add meeting structure where we will meet strategically throughout the year to promote your goals and continue to implement strategies as needed.

As life goes on and changes, your plan will continue to be adjusted to adapt to your changing life and the changing environment around us.

The ongoing "rinse and repeat" portion of our relationship is where the value is added. Staying on track to achieve all of your goals.

We will always revisit step 1, goals. Take a current snapshot, step 2. Then, make adjustments as needed.