Our Process

Discovery Meeting

Our initial meeting is to understand you… your goals, your vision and your concerns, as well as, to introduce ourselves, our firm, our experience and our philosophy.

Data Gathering

In order to provide a detailed recommendation based on your situation, we’ll need to collect detailed financial data. These include statements, insurance policies, wills, trusts, etc.

Plan Proposal Meeting

After analyzing data you provide to us, we will create a proposal for planning. You can then decide how you would like to work with us to bring that plan to fruition.

Plan Presentation

Our plan will outline your goals, your objectives, your current situation and our recommendations…

Implementation

A plan is not worth the paper it’s written on, unless you take action. Here we can help you take the appropriate action to turn your plan into a reality, by going to the marketplace to identify and purchase investment vehicles, insurance, etc.

Monitor & Review

A plan is “not” static. It is constantly changing. Therefore, we need to continuously monitor and review your plan and any financial instruments we may have implemented, to ensure that it adheres to goals and objectives for you and your family.