We use a step-by-step planning process to intelligently guide us to your financial strategy.

  • Intake

    We start by getting to know you on a deeper level. Our discussion will cover where you are now and where you want to be in the future. We’ll ask about facts like your current income and spending habits, but also about softer subjects, like who and what you want to support with your assets, who should care for you if you get sick, and more. We often touch upon sensitive subjects, and our team is prepared to guide you through gently.

  • Assess

    In step one, we lay out the vision. In step two, we identify what’s already working for you, as well as what’s happening in your life and finances that doesn’t align with your priorities. Working with other professional advisors like your CPA or attorney, we’ll make a plan that smooths it all out.

  • Execute

    Now that we are in alignment, it is time for us to get to work for you. We will implement the approved strategies and do regular check-ins to make sure you are on track to hit your life goals. We will also make you aware of any market changes or trends that might affect your plan.

  • Review & Support

    As we go forward, we offer periodic reviews, checking in at least yearly about what’s going on in your life. We’ll update your plan whenever you have a big change. We’ll communicate with you regularly and proactively, and our team is available to support you whenever you have questions.