Our Process
Identify Your Financial Goals
The first step of our Financial Planning process is identifying your goals and what is specifically important to you from a financial standpoint. Not all of our clients want or need the same advice so setting biases aside and discovering what is truly important to you is our goal during our first encounter.
Collecting and Analyzing Data
Now that we have established what is specifically important to you and what you'd like to accomplish, we then give you access to our digital WealthLink where we compile and sort your existing financial data in one secured location.
If you would like more information on the digital tool we utilize please click the box below.
Propose Action Items
After we have collected the data and analyzed it, we will then start formulating potential solutions for you to use in order to accomplish your goals. These "Action Items" will be tailored to your specific situation, with realistic steps you could potentially take towards your target.
Financial Plan Presentation
After we find realistic ways to help accomplish your target and they are agreed upon by yourself, then we can present you with a step by step Financial Plan.
Click the box below to schedule your first financial consultation with our team.