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 1Discovery MeetingFind out what is most important to you and yourfamily or business. step 2Preliminary Analysis Presentation of analysis and recommendations plan. step 3Mutual CommitmentConfirmation of commitment to the plan and answer any further questions. step 4Strategy ImplementationOrganization of initial account setup or policy implementation. step 5Evaluate & RefineReview of progress to monitor accomplishments and incorporate changes over time.