Our Process

We Listen and Care

We follow a disciplined six-step financial planning process that is designed to help you uncover your personal priorities in life, distill them into actionable financial goals, and create a personal roadmap to your ideal future. The process we follow is based on recommendations by the Certified Financial Planner Board of Standards that are backed by decades of research and analysis.

We start every new relationship by sitting down with you to discuss your finances and your hopes for the future. Through a series of in-depth conversations, we work together to define your life goals whether they include a comfortable retirement, a vacation home, taking care of your family, or leaving a legacy of love. We take these goals and distill them into financial objectives that must be met to help you live the life that you want.