Our Process

No two clients - let alone no two people - are exactly alike. Our relationships depend upon a deep familiarity with your circumstances and objectives. Together, we'll identify your needs, build a plan, and help you see it through.


Discovery Session


This is a no charge, no obligation get-to-know-you session. We discuss who we are and answer any questions. We'll talk about your goals and how our services might benefit you.

Data Gathering & Goal Setting


We will ask you to gather information about your finances. We'll research issues you raised in the initial meeting. And we will make sure we understand your concerns and objectives.

Analyze & Strategize


We analyze your situation from both a quantitative and qualitative perspective. What does the data say and how does it correspond with our earlier discussions?

Develop Recommendations


We'll sit down as a group and review scenarios. We make sure our recommendations are informed by a variety of perspectives.



We’ll review our findings, make sure we answer any questions, gauge your comfort level, and detail how to act . We’ll give you a complete written understanding of our plan, process, and policies.

Monitor & Make Adjustments


We will be in contact to review strategy and discuss any questions you have. When the situation dictates, we will make adjustments and make sure you understand why.


The 6 steps above are just the beginning.
We will maintain a constant dialogue for as long as you remain clients. You will receive detailed quarterly performance reports, we’ll have regular one-on-one updates, and we’ll review developments and recommended changes to your strategy.