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.

1.
Discovery and Review Meeting

2.
Current Situation

3.
Ethical Needs Analysis

4.
Discuss Lifetime Wealth Goals

5.
Discuss Gap Analysis

6.
Present Overall Plans

7.
Monitor & Adjust

8.
Repeat Steps 1-8