STEP 1: Meeting of the Hearts and Minds
Our initial meeting is where we present our process and services, answer your questions, and determine if we are a good fit for you.
STEP 2: Tell Us Your Story
Our next step is the engagement, where we delve deep and determine what is most important to you and your vision that will require planning, money, and time.
STEP 3: Translation
Here is where we collaborate with our financial planners to translate your current circumstances and map out the actionable steps to ensure you achieve your goals.
STEP 4: Making it Happen
Once the vision is in place, we work with you to prioritize goals, and then systemically address all the recommended strategies with solutions.
STEP 5: Observe and Enhance
We review with you on a quarterly basis to monitor your progress towards your goals, adjust as needed, and address any new developments