Our Process


Preparing for your financial future involves taking the steps necessary to identify your goals and exploring financial strategies.

These six steps will help us develop a long term, goal-based relationship:



  1. Discovery  Our first meeting will focus on us getting to know you. Understanding your goals will determine the right questions to ask you during the data gathering process. It is our first opportunity to identify and prioritize your financial concerns. That means we can address what is most important to you first.                                                   
  2. Data Gathering  We collect facts and figures from you based on your current situation.
  3. Analyze  Once we have completed a comprehensive questionnaire and gathered data specific to your situation, we input that into analysis software. This resource allows us to determine what steps to take based on your priorities. This phase also provides an opportunity to analyze your needs and determine which product is most suitable for you.            
  4. Recommend  Once we have reviewed the analysis with you, we will discuss a financial strategy designed to satisfy your goals.               
  5. Implement  Choose a financial strategy and apply it.
  6. Review  Regular reviews to measure success and make adjustments if needed.


Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties, and natural calamities.

Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.  The selection of a product should be the last part of your planning process - not the first.

Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action.

"The secret to getting ahead is getting started."~ Mark Twain