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 solution. 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.