Our Process

1
 

Initial Inquiry

Take a look around, and then give us a call.

5
 

Analysis and Plan Formulation

We create a custom action plan for your unique situation.

2
 

Complimentary Get Acquainted Meeting/Initial Review

We'll get to know and understand each other.

6
 

Presentation of Your Plan

Ask questions and enjoy the feeling of taking care of those to-dos!

3
 

Data Gathering and Initial Prep

 

7
 

Implementation of Your Plan

Sign paperwork to establish your accounts.

4
 

Interactive Goal Setting

Let's talk about what you want and see what else we need.

8
 

Financial Review Checkups

As needed, we're here for you.