Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

3 Step Process Graphic


We want to get to know you – which starts with an informal conversation. What are your hopes, dreams, fears, and worries? What keeps you up at night and what gets you out of bed in the morning? What steps have you taken to prepare for your present, and for your future? We'll talk through all of this and more to ensure we'll both be the right fit for each other.


We’ll give you the information, resources, and tools you need in order to grow, manage, and protect your assets. After we’ve gotten the whole picture, we prepare our detailed analysis and recommendations. Taking the first (or the next) step is up to you. We want you to be informed, understand all of your options, and most importantly, we want you to be confident in the path that you choose to take toward your financial goals.


Now that you’re on the road to your destination, we’re here to ensure you get there. From reviewing your progress towards your goals, to keeping you up-to-date on big changes that are taking place all around you – we’ll be your advocate and your compass. This is your journey, but we’ve walked the path before and understand the peaks and the valleys you’ll encounter along the way.