Our Process

We know that we aren't a fit for everyone, and not everyone is a fit for us. That's why we only work with less than 150 families instead of thousands at the financial superstores. We have a process that can help us both determine if we might be a fit for your needs.

Discovery Call
15 to 30 minute phone/Zoom call to learn a little about each other; if potentially a fit, we schedule a ...
Discovery Meeting
60-90 minute meeting in our office or by Zoom to get to know each other a lot better; We will ask you a lot of questions and hope you will ask away as well. If we both think we are a fit, we'll start our ...
New Client Process
we gather and review information on all areas of your financial life so that we can make informed recommendations on your life journey
Financial Planning
We present our recommended strategies, covering investments, insurance policies, estate wishes, tax planning, and any other needs you may have.
Review/Preview Meetings
Because your life will change with time, your strategies will change as well. We regularly review and update your plans to help ensure they remain on track with your needs.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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