Our Process

steps to success graph

01. DISCOVERY
During our initial meeting we get to know one another, focusing on a clear understanding of your values, your goals, and what you want your financial assets to do for you.

02. STRATEGY
The primary objective of this stage is to develop an effective, long-term financial planning strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

03. IMPLEMENTATION
In this phase, we begin the journey to partner with you to successfully implement your financial planning strategy. Our processes make transitions simple for you and your family.

04. MONITORING & ADJUSTING
We regularly meet with our clients to ensure their plan is still performing in a way that meets their intentions. When a client’s circumstances change, or shifting global markets create a concern, we make appropriate recommendations and adjustments.