Broker Check

Our Process

How We Work

Our process begins with an initial consultation. During this meeting we will learn about you, your goals, and your financial situation to gain a better understanding of what you are trying to achieve. We will gather some initial information and answer any questions you may have. 

Following the meeting we will send you a personalized proposal for services detailing how we would approach your situation and what services we recommend. If we suggest any flat fee services such as financial planning we will provide a quote. 

Finally, it is up to you to decide if the services we provide are a fit for you. Once you have made the decision to get started, we will take care of any required paperwork and schedule your next meeting. 

For clients who engage us in financial planning services, you will begin the planning process at this point.  After the initial planning and implementation phase is completed, you will enter in the monitoring and review phase of your plan. This includes annual goal and strategy updating, "what if" analysis as needed during the year for any new goals that arise, and real time progress tracking on a special online financial planning portal.    

Due to busy schedules, as well as geographic realities, we are happy to conduct web meetings or teleconferences when preferable. We are available for questions and comments as we understand your financial life is continuous, even between meetings.   

Let's Get Started!