Process

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:

Greetings

In a preliminary discussion, we’ll see if we’re a good fit to partner together.

Discovery

We’ll get to know one another, review where you are now and what your vision is.

Craft

Our team will create solutions according to your needs and talk through our recommendations with you.

Implement

We’ll put our discussed strategies into place, communicating with strategic partners as necessary.

Ongoing Rapport

Over time, together we’ll check in on your wealth picture, talk through life changes or newfound goals and make adjustments accordingly.