Broker Check

Our Process

We approach each new engagement with a time-tested, collaborative process.
This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help accomplish them.

step 1
Discovery Meeting

Find out what is most important to you and your
family or business.

step 2
Preliminary Analysis 

Presentation of analysis and recommendations plan.

step 3
Mutual Commitment

Confirmation of commitment to the plan and answer any further questions.

step 4
Strategy Implementation

Organization of initial account setup or policy implementation.

step 5
Evaluate & Refine

Review of progress to monitor accomplishments and incorporate changes over time.