Our Process

Our Process

  1. Initial consultation – We consider this to be a two way interview, you are looking for great wealth advisors, and we are looking for great clients. It’s time to talk and see if we share the same financial philosophies.
  2. Gathering the details – Time to pull together all of the financial aspects of your life. Don’t worry we provide a check list to help you focus your search. Not to belittle the numbers but we are going to drill down what your goals are. We call it your vision!
  3. Crafting your plan – Since we know where you have been, we know where you are at, and we know where you want to be, its our time to put our best assets to work. We will design a personalized plan that guides us over the years to ensure your vision becomes a reality.
  4. Time to share – The plan is written. Time to look under the hood and see what is going to get us to the finish line! Our roadmap and vision document will outline what needs to be implemented in order to manage your success.
  5. Time for change – As your new wealth advisors we will set in motion the required changes to get things started. Expect to see a flurry of activity while we implement your roadmap.
  6. Roadmap – Your roadmap calls for a quarterly meeting. Each meeting we will review your vision, adjust the roadmap, confirm we are on track, and implement the next step of your plan.