Our Approach & Process

Building a Financial Engine
to Propel Your Dreams

We take a holistic approach to planning where we not only focus on your finances but also your hopes and dreams. We partner with you to establish a long-term relationship – the foundation on which we can build a financial engine to help you achieve your dreams. We do this by taking you through a three part process – Discuss, Design, and Deliver. Each component ensures we thoroughly understand your goals, have the data necessary to conduct an analysis of your financial picture, and develop proposed strategies. This is an iterative process where you may go through it as many times as you need to put in place all the financial pieces to meet your goals and life changes over time.

Our Process

Discuss. Building a plan designed to help you meet your financial objectives begins with a discussion about your goals and aspirations in life. We take this time to get to know you better and help you clarify and prioritize your goals.

Depending on your unique situation, our discussion may be focused on some or all of the following areas:

  • Income protection and risk management
  • Investment planning
  • Tax planning and asset protection
  • Retirement Planning
  • Business planning
  • Estate Planning

Design. Once we have gathered all the necessary information and gain a full understanding of your goals, we carefully analyze the information – where you want to go, the timeframe you have to get there, and the tools you have available to help you get there. We then use this analysis to develop a comprehensive plan designed specifically to meet your financial objectives.

Deliver. We meet with you to deliver a proposed plan. During this time, we educate you on the financial strategies as well as provide financial insights and recommendations that best align with your needs and goals.

Once you select the best strategies and solutions for you and your family, we help you implement the strategies and establish benchmarks to monitor progress.

On an ongoing basis after the implementation of your plan, we conduct periodic reviews to ensure that your program stays on track and make adjustments as your life and needs change.