Though we draw upon a wealth of expertise and resources, our process is quite straightforward.  A conversation about your particular planning needs begins what we hope will be a long professional relationship.  During this information discovery stage, we determine whether our client services would be appropriate for you.  If so, we will further seek to achieve a thorough understanding of your financial situation as well as your individual goals.

Conducting a thorough analysis of your information, including an assessment of your current financial situation, we’ll define what gaps may exist between where you are today and what you hope to accomplish. 

We will present and discuss personalized solutions, financial planning recommendations addressing each of your goals identified earlier.  As your financial advisor, we are well qualified to carry out many of the recommendations.  Other recommendations may be best implemented with another professional such as an attorney or insurance agent, with whom we will partner.
With the implementation of your plan under way, we will meet with you periodically to monitor the progress being made toward your goals, making any necessary adjustments based on your particular planning needs.