Process
Process
How it Works
By following a simple process, we’ve found that we can best provide you with straightforward, personalized solutions. Here’s what our guiding framework looks like:
Step 1.
Greetings
In a preliminary discussion, we’ll see if we’re a good fit to partner together.
Step 2.
Discovery
We’ll get to know one another, review where you are now and what your vision is.
Step 3.
Craft
Our team will create solutions according to your needs and talk through our recommendations with you.
Step 4.
Implement
We’ll put our discussed strategies into place, communicating with strategic partners as necessary.
Step 5.
Ongoing Rapport
Over time, together we’ll check in on your wealth picture, talk through life changes or newfound goals and make adjustments accordingly.