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Step 1

Get Acquainted: We initiate discussions by explaining our financial planning process and giving you a chance to get acquainted with our team. 

Step 2

Engage and Collect:  So that you have the most rewarding experience possible, we want to gain a clear understanding of who you are and what goals are important to you and your loved ones. 

Step 3

Analyze: Our team analyzes the information we have gathered to help us best understand your current financial situation as well as gauging your tolerance for risk.

Step 4

Design:  Together we start to design your individualized personal financial plan.  We collaborate to ensure that the plan is both realistic and attainable in regards to  meeting your needs, wants, and wishes.

Step 5

Implement:  Once the plan is complete, our team will assist you in executing the proper action items in working toward your established goals.

Step 6

Monitor:  This process is ongoing.  As life changes occur it is essential that you share any new information with our team to keep your plan current and on the correct path.



Interested in learning more about Our Process?

Contact Us