5 Step Process
Step 1 – Discovery
We gather the essential facts that enable us to build a plan. We examine tax returns, retirement plans, financial statements, life insurance policies, trust documents and other important documents.
Step 2 – Evaluation
During an in depth meeting we review client information, clarify goals and develop an understanding of what is important.
Step 3 – Plan
We develop an interactive approach. Our plans are visual and collaborative. We present them in an easy to understand format. You don’t have to be a financial expert to understand our plan.
Step 4 – Action
We lay out the frame work and implement the plan. We take care of making all the necessary changes that are in-line with your goals. This includes the administrative tasks of preparing
paperwork, moving accounts and adjusting investments..
Step 5 – Regular Contact & Review
We use a deliberate and scheduled process to keep you informed and make sure your plan stays aligned with your goals.