Our Process


Initial Phone Call

It all starts with a phone call to better understand your concerns and goals for financial planning, to tell you a little bit about how we work with clients, and to answer any questions you might have. 

If we can add value and we’re a good fit we will send you a brief online questionnaire.  This will help us develop your “free” one-page financial summary that we will discuss at your next meeting.  We will explain how to lower your taxes, optimize your investments, and fine-tune your retirement plan. 


Our Review

We will apply over 15 years of industry experience as a CFP® Professional to review your information and prepare a free One-Page financial summary of your entire financial picture.


Plan Presentation

It is time to present your plan, clarify your objective and goals and answer your questions.  We will lay the foundation for your retirement plan with the goal of helping you live your ideal life.


Take Your Time

There’s absolutely no pressure in making a decision.  If you agree that we can provide value and want to work together then we will schedule a planning meeting for a more comprehensive review of your finances.  If not, we can help you find another advisor who is a better fit.


Hire your “Personal CFO”

Great!  You are ready to simplify your life as our team of experts begin to proactively plan your financial future.  We look forward to partnering with you on your journey towards financial independence.

Schedule an Appointment

Please select a time from our calendar below to speak with an advisor.