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Our Process

Our financial planning is a process, not an event. We spend time getting to know you and you getting to know us. Our hope is that through this process we are able to establish a personal relationship to better address your financial needs. Our financial planning process is detailed and thorough to ensure you are staying informed and receiving quality service.


During the discovery period, we gather information needed to comprehend your situation and unique needs. In the discovery process, we review items such as:

  • Risk Tolerance
  • Your current budget and financial situation
  • Your Goals and Objectives
  • Prioritize with you the concerns of most importance for you


Once we have gathered and reviewed your information, we will discuss possible ways to address your needs and concerns. We will develop customized recommendations for your individual needs and then explain the steps to implement them. This may include the following:

  • Modifying your current plan
  • Altering your budget to accommodate your needs and wants
  • Identify recommendations that best fit your portfolio


Once your solutions have been implemented, we will continue to meet periodically to review and evaluate the following information:

  • How are we doing?
  • Review Goals and Objectives
  • Update your information and accounts
  • Review your current plan and make necessary adjustments