A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

So what are the steps?

1) Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

2) Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

3) Detailed Planning

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.

4) Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Service-Specific Processes

Wealth Management

Once we decide to take on a client, we bring to bear the full scope of our services through a formal interview and planning process. We collaborate with your other trusted advisors (cpa, attorneys,etc.) to customize a plan that helps you achieve all your goals with the least amount of risk and in the most tax efficient manner. 


Employee Benefits

We find that most retirement plans are grossly inadequate at helping employees achieve “retirement readiness”. They may have decent investment options and reasonable plan expenses, but the plan participants are no where near “on track” to be able to retire on-time. We specialize in helping companies unlock the “benefit” of their benefit plans and ensure they align with the overall objectives of the employer. We are proven practitioners at moving the needle towards retirement ready employees while minimizing fiduciary risk for plan sponsors as the Prudent Expert of ERISA plans, Health Savings Accounts, Executive Benefits.