OUR PROCESS

We utilize a repeatable and thorough process to help our clients achieve their goals and objectives. Our 8 step wealth management process has allowed us to provide effective planning for our clients that identifies issues and works to resolve them.

DISCOVERY & REVIEW MEETING

CURRENT SITUATION

ETHICAL NEEDS ANALYSIS

DISCUSS LIFETIME WEALTH GOALS

DISCUSS GAP ANALYSIS

PRESENT OVERALL PLANS

MONITOR & ADJUST

REPEAT STEPS 1 - 8