Our Process

Infographic: Our Financial Process

Our Process

Throughout our financial planning process, we aim to learn what is important to you and help you create a roadmap to achieve financial independence:

  1. Discovery Phase: At no cost or obligation to you – we get to know you and gain a better understanding of your financial and life goals, and you get to know us, our work product, and begin to build trust with our team.
  2. Project Phase: Designed to educate you on the financial issues specific to your situation, with personalized feedback that addresses the areas you are most concerned about.
  3. Ongoing Management Phase: After we have done the heavy lifting of getting your financial world in order, we are there for you regardless of the planning issue – giving our clients peace of mind as they pursue their goals and dreams.