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Our Process

Our Financial Planning process is at the heart of all we do. We believe effective wealth management is a process—it’s not a one-time plan we complete and put on a shelf. Rather, it’s a dynamic, natural way of integrating your goals and needs into your life planning.  Life changes. Your plan should adapt and keep up with the speed of life.

1. Assess

We offer a free consultation to see if we’re a good fit for each other. We carefully assess where you are starting and what you want in your future. We listen. Our approach is calm and supportive.

2. Align

Together we invest some time, taking a closer look at your resources, goals, your wishes and your dreams. We believe, if used properly, money can be a powerful tool for pursuing what you want in life. We want to understand what you hope to do in life so we can put our resources to work for you.

3. Recommend

Once we have a clear understanding of your resources, priorities, your needs and your goals, we begin making recommendations for your unique needs. This includes recommendations for risk management, insurance, investments, cash flow, debt elimination, college planning, retirement planning and legacy planning. We carefully examine our recommendations with you to create a balanced plan to work towards your goals.

4. Implement

We handle the necessary paperwork and other details to get your plan started. We connect you with valuable resources, whether you’re focusing on estate planning, retirement planning, elder care planning, starting a new family or college planning. We do the necessary work to help you implement the changes needed to strive for your unique goals.

5. Monitor

Once your plan is established, we continually monitor your investments and make adjustments as necessary. We meet with you regularly to ensure that your plan is appropriate for each stage of your life and we will be here for you if anything suddenly changes. Our commitment is to stay with you each step of the way.

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