“To reach a port, we must sail – sail, not tie at anchor – sail, not drift.”
– Franklin D. Roosevelt
Why is process so important? With it, you gain the support and stamina you need to stay on course toward your life and financial goals. Through our process together, we look forward to discovering and achieving what matters to you, embracing sensible solutions with confidence — and keeping those solutions relevant over time.
1. Discovery
Before any planning takes place, we meet with you in a relaxed, no-obligation setting to learn about you and discover what's important to you.
2. Mutually Committing
If we are a good fit for one another, we mutually commit to your plan for success. This is when we can really roll up our sleeves, put your plan into action, and begin making a marked difference in your life.
3. Planning
We will develop investment and financial planning recommendations in the form of a written plan that is customized for your individual circumstances. This is an opportunity for you to objectively assess our potential relationship based on our expertise.
4. Ongoing Meeting
As our relationship unfolds, we schedule ongoing meetings to help you stay on course, address advanced planning needs, and make adjustments as your circumstances evolve.
A Clarifying Process To Improve Your Life as a Whole
Our team is committed to getting and keeping you on the right track. By placing our clients’ stories at the forefront of our work, we partner together to thoughtfully write your next chapter together.
Get Started
If you have any questions about our approach or you’re wondering if working together makes sense, we invite you to schedule a time to chat with us.