Our Process

Our Clients enjoy a focused and integrated planning process that includes our team and their other trusted advisors. In fact, 93% of our clients and their families have remained with us over the past 35 years, and 98% have remained over the last 10 years.

Our 6 Step Process:

Step 1 - Clarify your concerns and objectives for your financial future.

Step 2 - Provide a clear analysis and projection of your personal and business financial information.

Step 3 - Explore possible strategies to achieve your goals through financial strategies.

Step 4 - Collaborate with your circle of trusted third-party advisors.

Step 5 - Implement and follow up with your plan.

Step 6 - Create a summary of your plan, and continually review and adjust as needed.

Process Graphic