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What we do

Our Process

Step

1.

Discovery call

This 15 minute call is to discuss and explore your unique needs and is the perfect opportunity to make sure we are a good fit for each other!

Step

2.

Consultation

We learn about your financial goals and aspirations. Having a clear picture of your optimal lifestyle helps us suggest solutions that are ideal for you!

Step

3.

Gather Information

Documents, as well as other qualitative and quantitative information, complete your current financial picture.

1.

2.

Step

4.

Present your

financial plan

A time for us to deliver your unique plan filled with our recommendations, implementation advice, and actions to suit your specific lifetime goals.

4.

Step

5.

Develop your

Action Plan

We will work with you to prioritize the next steps that will have the most significant impact on your long-term success. At this point we will also develop your investment strategies.

Step

6.

Implement your strategies

We will work with you to execute on your top priorities, checking in with you at a pace you decide. If appropriate, this is where we will begin managing investments and monitoring your portfolio.

Step

7.

Monitor/track

your progress

We will be with you every step of the way as you work towards your life goals. We will be your biggest cheerleaders.

5.

6.

Step

8.

Update the Plan

As you check things off your list we will help you update your goals and your plan every year, adjusting to the curve balls we know life will have in store for you.

Your Investment