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Our Process


A Time-Tested 6-Step Approach

Our approach to financial planning and wealth management keeps your goals front and center.

Identify Your Goals

What are your needs and financial goals? We work hard to understand your future plans.

Appraise Assets

We then take a careful look at your current assets – investments, accounts and real estate.

Perform Gap Analysis

Is there a gap between your goals and your current assets? We take a comprehensive look at cash flow, savings, investments, insurance and tax strategies.

Provide Options

How will you need to manage your assets to achieve your goals? We provide detailed recommendations and a comprehensive written report.

Implement Strategies*

We then activate the plan – with a careful eye toward asset allocation, estate planning and worthwhile tax strategies.

Monitor Your Plan

We schedule regular portfolio reviews, monitor financial performance and work with you to adjust strategies as needed.

*Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.