Our Process

When creating a personalized financial plan, we guide our clients through a clear, step-by-step process designed to instill confidence in their decisions. We follow a six-step on-going process with every client to map their financial future:

1.  Discovery - Identify and prioritize financial goals

2.  Data Gathering - Collect facts and figures based on current situation

3.  Analysis -  Input data/findings, run calculations, identify shortfalls

4.  Recommend - Propose or more solutions designed to satisfy goals

5.  Implementation - Choose a financial solution and implement

6.  Periodic Review - Scheduled regularly to review/measure strategy progress