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Our Process

Finding the purpose behind your plans is what makes our recommendations and client relationships flourish. Unless a financial plan considers your needs as a whole, it doesn’t have an opportunity for growth. Our planning process includes the following steps:

Client Centered

DISCOVERY: We gather information on your current assets, investment history, insurance, long term financial goals and risk tolerance.

GUIDANCE: We analyze the information from the discovery process and use it to create recommendations that align with your future goals and objectives.

IMPLEMENTATION: After you choose the direction for meeting your goals, we turn these strategies and plans into action by implementing your investment strategy. 

COMMUNICATION AND REVIEW: We stay in touch and monitor your portfolio to keep it on track, making adjustments as needed. 

Working together, we keep your plan up-to-date and relevant based on changes in your goals and objectives, market conditions and forecasts.