5 Step Process

We are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing you financial education and information.

We accomplish this through a "5 Step Process"

Step 1: Discovery - This meeting is infomal and allows us to tell you more about our company and how we can help.

Step 2: Profile - This is an important meeting we do where we gather two pieces of information. First, is the hard data which consists of your cash inflows and outflows, what type of investments you have and how they are invested. The second part is the most important part: your soft data which is where we talk about when you want to retire and what it is going to look like. What do you want to have in place if something where to happen?

Step 3: Strategy - We take all your information and figure out an efficient way to get from where you are today to where you want to be in the future.  The strategy we come back with is what we would do if we were in your situation.  With that being said don’t think for a second, we would be offended if you do not like the strategy.  At the end of the day this has to be your plan.  Our job is to simply educate you on all the things that are available out there.  Then you can figure out what is the best strategy for you.  All we ask is when we are going through the strategy you tell us what you like and don’t like, and we will work together to find something that works for your plan. 

Step 4: Action - The Action step is when a client says they love a recommendation and we get that strategy implemented.

Step 5: Review - There is no reason to go through the first four steps if you are never going to review your plan.  As we know things change in people’s lives all the time and we need to keep making adjustments to make sure we are on track.

Please call us if you have any questions about us or the range of services we provide.