Our Process


We've spent years developing this process in order to put our best foot forward and treat your time with the respect it deserves.  Your goals, needs, and concerns are unique. Your Financial Planning should be too. We'll help you cut through the noise and develop a strategy that aligns with your long-term goals and risk tolerance.



Step 1 - Initial Phone Meeting

Before commiting to the process this 20 minute call is to determine if we're fit for each other. Think of  it as a casual conversation where we both ask questions. If it seems like there's potential, we'll continue. If not, there's no commitment or obligations.

Step 2 - First Meeting 

The first time we "meet" we'll gain a deep understanding of your current financial strategy, goals, needs, and risk tolerance. 

At this point we will have already collected your financial information and be attempting to learn about the person/people behind the numbers.

Step 3 - Developing a Plan

During this step we'll be applying over 40 years of experience answering questions like:

1) When should I take social security?

2) Am I overpaying in taxes?

3) How should my investments look as I enter this phase of my life?

4) Are there any threats to my retirement that can be reduced or eliminated?5) Can I afford to retire?

and more...

Step 4 - 2nd Meeting 

During this meeting we will explain exactly what you need to do to achieve your financial goals.  We make it our goal that you understand how we came to these recommendations.  The plan we present will be yours to take whether or not you hire us.

From here you've got some important decisions to make and you might want to take some time to think about it, in fact we enourage it.

There will never be any pressure to commit or hard sell. If you decide not to move forward we will shake hands and wish you the best.

Step 5 - 3rd Meeting and Paperwork/Implementation

During this meeting we will answer any questions you have and if you're ready, begin the paperwork to welcome you to our family.



If this process makes sense to you, the next step is to decide if our qualifications meet your needs.