Our Process

We love to invest time with clients to learn their life stories. In our active (or hectic) lives, very infrequently are we given the opportunity to share with others our vision, values, mission and purpose. Our planning engagement affords our clients an opportunity to dream big and to think big! We draw a roadmap illustrating where clients are today and where they aspire to be in the future. This roadmap either helps assure our clients that they've done everything necessary in order to accomplish their objectives as efficiently as possible, or presents opportunities for improvement that can be tweaked in order to enhance their financial security planning. We offer our observations and recommendations, then ask clients to take action to improve their financial health. Our value proposition extends into a continuous monitoring and updating of the planning, to ensure that the plan accurately reflects what's going on in our clients' lives at any given moment.

Team photo 2016