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The Planning Process

No matter where you are in life, we are able to help you determine what you need for financial independence by being your trusted partner.

Discovery & Engagement

Starting with an initial discovery meeting, we work with you to identify and define your personal objectives in order to establish financial goals. Through our customized approach and planning, you will begin to understand how we help you move toward achieving those goals. As a Registered Investment Advisor, our fiduciary responsibility is to serve our client's interests first.


After identifying your goals and receiving the relevant information, we’ll perform some analyses to determine the appropriate next steps for you  these analyses may include net worth, cash flow, insurance, investment, and tax situations.

Creating the Plan

Using our breadth of knowledge and expertise, as well as industry-leading technology and tools, we’ll begin creating a customized plan for you that will illustrate your current situation and our recommended steps to get you where you want to be.


Creating the plan is a big step, but plan is only that until action is taken. We’ll work with you to determine how best to implement the plan and each party’s responsibility for following through with our recommendations.

Review & Monitoring

All plans are bound to change. After the initial plan has been implemented, we will continue to monitor and update your plan as needed to ensure you stay in track to achieving your financial goals.