Our Process

Process Graphic

We are here to help guide you through the often overwhelming process of creating a financial plan1 and to help ensure that the process is completed in an organized and timely manner:

Development of Objectives

  • General discussion of current situation and objectives
  • Comprehensive data collection
  • Family and business goal setting

Analysis and Design

  • Analysis of current situation
  • Discussion of issues and concerns as they relate to the objectives
  • Testing of alternate scenarios

Financial Plan1 Presentation

Final plan findings - we break data into multiple focus sessions:

  • Financial Independence/Lifestyle Planning
  • Asset Protection and Estate Planning
  • Business and Benefits
  • Investment Planning

Planning techniques for consideration


  • No plan will help you meet your financial goals unless it is put into action

Monitoring the Plan

  • Determine the timing and frequency of plan review
  • Financial plans have limited long-term value to clients; Financial Planning is a process that makes it beneficial

Opportunity for Introductions

  • Friends, Family, Business Associates



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