Process

We combine your unique needs and goals with a proven planning process to ensure success.

Intro phase: Phone Conversation, Initial Meeting, Discuss goals needs and priorities, define scope of engagement fees. Initial financial planning: track implementation, determine implementation responsibilities, present plan, develop plan, analyze current situation, gather data and documents. Wealth Management Phase: deliver quarterly report, moniter progress, moniter/report external factors, provide on-going services, make adjustments.