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Our Process

We craft a plan that addresses an individual's entire financial picture.  By using software like the One-on-One Calculator and the Wealth Accelerator, we are able to work as a team and guide our clients through life’s many roller coasters. Our process includes:

  1. Identifying and Prioritizing Your Goals - First, we need to understand what is most important to you and ask a variety of questions to learn more about your past investing experiences, your current situation, and your future goals. This personal approach helps us craft a strategy that is right for you.
  2. Analyzing and Evaluating Your Assets - After we gather your personal details, we assess your personal situation, gauge where you are relative to your life plans, and determine what gaps exist. We will then construct the investment plan in accordance to your life plans.
  3. Implementing Your Plan - Our solutions seek to close gaps in your financial picture and match each of your specific goals. This is when we implement your carefully designed plan.
  4. Monitor and Adjust Your Success - We understand that life happens and things can change without warning. This is why we incorporate tracking systems to keep your plan on target. We’ll help you adjust your plan over time and keep up with constant communication.

We believe that there is great value in addressing your entire financial profile, not merely investment management. We add value by focusing on you, as an individual, rather than just your investment accounts.