Our Unique Consultative Process

5 Step Process Graphic

Your Vision Created

Develop a clear vision of what your goals and objectives are. Do you have a clear vision of what success and financial independence means to you? Over the next year, what would need to happen in order for you to feel satisfied with your progress? In this step, we will work with you to help define your vision.

Your Current Snapshot

Analyze and evaluate your current financial situation. We will help clarify your current financial situation by analyzing your income, savings, various expenses, debt, investments, and insurance information.

Strategy Development Phase

Develop financial planning recommendations. This step outlines the modifications necessary to your current financial blue print in order to help you achieve your planning goals and objectives.

Execution Phase

Implement your financial plan of action. We will work with you to create a plan of action. We will collaborate with your circle of advisors, as needed, to help execute a cohesive plan.

Accountability Phase

Ongoing evaluation of your plan through scheduled reviews. The one thing in life that's constant is change. Throughout our long term relationship, your objectives will evolve. We will work with you to help keep your plan on track.