Our Process

People first. Money second.

1First Meeting

During our first meeting, we simply want to listen and learn. It's our goal to first understand who you are as a person, and the values, dreams and concerns that are important to you. There are no right or wrong answers, and all you need to bring is yourself - we'll take care of the rest. Once you're comfortable and we're on the same page, then we can start to discuss how your current financial picture fits around that vision and how we can best move forward in crafting your financial plan and investment strategy.


Then, we’ll start implementing the plan: transferring balances, opening accounts and setting up your digital dashboard so you can access accounts and account information any time you want.


Next, we’ll build your comprehensive plan, which will include everything from investment and retirement planning to day-to-day money management recommendations. Once built, we’ll walk you through the plan, answer your questions, discuss options and make any adjustments.

4Continuing the Conversation

Consistent and ongoing communication is vital to your financial success, and we'll schedule regular meetings and check ins to ensure progress toward your goals. We're always here to answer your questions, and we'll make changes to your plan as your life changes - you have a new grandchild, change jobs, encounter health issues, or decide to retire. It's our job to help you stay the course along the way, and with every step we'll be listening to your wants, needs, and goals so that we can put you in a strong position to achieve your dreams.

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