Step 1: 

Discovery

We’ll sit down together, talk through your life story and define your future goals. This is also a time where we can answer any questions you may have about our firm and how we approach our clients’ financial lives.

Step 2:

 Data Input

The output of the plan is only as strong as the input. In this phase, we’ll diligently organize your financial data in a central location. This makes it easy to plan for your future and also analyze various silos of your finances, including insurance, taxes or estate planning.  

Step 3: 

Presentation

During this phase, we’ll share with you our recommendations and future projections based on your current financial portrait. We’ll walk you through a base case, worst and best scenarios. This gives us an idea of how confident we can be with your current situation, if you're on track to reach your goals—and what shortcomings may need to be addressed.

Step 4: 

Implementation

Using your financial plan as our guiding framework, we’ll put our recommendations into action. In some cases, implementation will be carried out by a third party, such as attorneys, accountants, loan officers and insurance specialists if your plan relates to these areas.

Step 5: 

Review

As your financial partner, we’ll be here for you if and when your situation changes. Financial planning is an ongoing process, and we’ll update our tactics as your life evolves or when new goals are established.