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Our Consultative Wealth Planning Process

Our goal is to help you:

  • Protect and manage your assets
  • Prepare for retirement and unexpected events
  • Develop a legacy that benefits your loved ones and future generations

Our consultative wealth planning process is a disciplined, multi-step approach designed to arrive at a comprehensive strategy that is easy to understand and implement. As a full participant in this process, your voice is heard and your needs are addressed without compromise.

As your financial partner, we:

  • Listen and respond to your needs using clear, simple language
  • Offer personal service
  • Seek to develop tax-efficient strategies aligned with your needs and priorities
  • Pledge to lead you with great care along the path to pursuing your goals

Our process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies aligned with your needs and priorities. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives.


Through our comprehensive discovery process we seek to determine what matters most to you and your family.


We will analyze your current situation and strategy, suggest solutions to potential problems and point out areas of opportunity. We will develop a comprehensive strategy and recommendations aligned with your goals and objectives.


Based on your input, we will prioritize action steps and work closely with your other advisors (attorney, CPA, etc.) to implement your plan.

Ongoing Monitoring

Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to help keep your strategies on track and meet with you whenever you have questions or concerns.