Our Process

The initial meeting is complimentary.  We consider it a “blind date”, with both parties only committing their time.  Like any first date, after about 20 minutes, we’ll all know whether there’s a good fit or not.  If we can’t help you, or think another professional might be better, we’ll let you know that.  The choice to move forward is up to you.   

If we do move forward, we’ll determine a workflow, whether that’s creating a comprehensive financial plan for the coming decades, finding a suitable college funding solution, or identifying and implementing the best retirement plan for your company.

After implementing your solution, you’ll receive ongoing investment monitoring and oversight.  We’ll also meet for an annual review, as it’s critical to ensuring your plan is on track and reflects your ever-changing life.