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Our Process

Just about everyone has an opinion about the best way to invest or manage your money. But every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

Together, using our streamlined process, we will help you plan for, implement, and monitor your goals and craft strategies that are catered to you.

Where Do You Want Your Financial Roadmap to Take You?

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

We follow a defined planning process based on CFP® Professional Financial Planning Practice Standards, utilizing sophisticated analysis software and leveraging our experience working with clients in transition. This allows us to create customized solutions based on each individual's unique situation.  Our process includes:


We help you connect the pieces of your financial life, helping you: 

  • Gain a full picture of your financial situation
  • Get organized
  • Discover the possibilities for the future
  • Learn what the tradeoffs are in pursuing different goals
  • Answer the question: am I investing properly?
  • Answer the question: is my retirement income secure enough?
  • Find out if your investments can be more tax-efficient?


After developing a plan, we will not only tell you what to do, but we will help you do it. This could include: 

  • Brainstorming and exploring strategies and analyzing tactics
  • Designing recommendations about the best way to reach your goals
  • Consolidating accounts
  • Analyzing investment changes
  • Developing a plan to cover college costs
  • Explaining your Social Security or pension strategy
  • Developing a retirement income plan
  • Finding the best ways to pay for health care and long-term care
  • Creating a succession plan for your assets


The hardest part can often be monitoring and knowing when to make changes.  We will: 

  • Be watching your money even when you're not
  • Have periodic reviews
  • Re-evaluate when the "what-if's" happen
  • Make changes when necessary
  • Provide a voice of reason and calm amidst the storm of noise

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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