Our Process

While we have a guiding framework and process we employ, every plan is tailored to fit a client’s individual needs. Before we begin, we invite you to reach out for a conversation to see if we’re a good fit.

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Meet and Greet:

An in-person meeting to learn more about you, your financial experience and hopes for our potential partnership.

Thorough Analysis:

Our team will analyze your financial picture using tax and financial planning software along with what we’ve learned about you from our conversations such as your goals, family dynamics and risk tolerance.

Recommendations:

We will discuss potential gaps and opportunities we’ve uncovered during our analysis and present it to you in a flexible and implementable plan

Implementation:

Should you decide to move forward partnering with our firm, we will have recommendations ready to be put in to action and start working for you.

Orientation:

We want to ensure you’re familiar with our client portal and software and walk you through using it.

Ongoing Analysis:

At minimum, we like to meet once a year for account review. However, we are always available in between reviews for questions or should any other needs arise.

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