Thumbnail

1. Discovery/FIT meeting

We will discuss what is important to you and the steps required to accomplishing your goals.  Differentiate between expectations and wishes. We can determine upfront if there is a FIT of working together moving forward.

2. Analysis (financial physical)

Gather your information and complete a personal financial review.  Doing so will give us a snapshot of where you are currently and the issues that are impacting your ability to build & retain wealth.

3. Development

Develop custom, comprehensive solutions.

4. Implementation

After plan review and finalization, we will assist you putting your plan into action.

5. Monitoring

Periodic review of your financial plan is essential as it is an ongoing process and not a one-time event.  We will review the progress of your plan and make any adjustments where necessary if there are any changes to your personal life, economic circumstances, tax laws, etc.