Our Process

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We utililize a  six-step process that is designed so that all aspects of your financial life are integrated into a comprehensive and personalized financial plan. This process is important because it looks to ensure that all the pieces of your financial puzzle are put together. Once the pieces are in place, you can comfortably focus on what matters the most to you: your financial security, family, occupation, and travel.

Meet and Greet

Meet and share your unique financial story.


Deep dive into your goals, priorities, and needs, personally, professionally, and financially.

Get Organized

Gather necessary documents, statements, and policies.


We look through your existing assets, liabilities, and expenses to develop an efficient plan to help you achieve your goals.


We present your financial plan and explain our approach to help you achieve your goals and answer any questions that you have. When you are comfortable with moving forward, it is time to implement your plan.


Changes in your personal life, shifts in market conditions, and many other variables can affect a financial plan. We present timely recommendations, make necessary adjustments, and keep you updated. Ongoing reviews may be quarterly, semi-annually, annually, or as often as market conditions may call for.