Our Planning Process

Our process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies carefully designed to address your needs. Following the implementation of your plan, we continually monitor your progress against established goals to ensure you remain on track toward your objectives.

• Understand
  Through our comprehensive discovery process, we will determine what matters most to you and your family.
  
  
• Analyze & Construct
  We will analyze your current situation and strategy and suggest thoughtful options to potential problems and point out areas of opportunity. We will develop a comprehensive strategy and recommendations aligned with your goals and objectives.
  
  
• Implement
  Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan, applying the recommendations and strategies we have agreed upon.
  
  
• Review & Refine
  Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to keep your strategies on track and meet with you whenever you have questions or concerns.