Our Process

We begin by having a conversation with you – to make sure we understand what is most important to you and your family, and also to determine if our team is the best fit.

Wealth planning is an ongoing process that includes:

• Evaluating your current situation.
• Clarifying your goals.
• Identifying hurdles in achieving your goals and considering alternative solutions.
• Developing a comprehensive written analysis with recommendations.
• Implementing your plan.
• Reviewing your plan on a regular basis.

Knowing where to start is often the hardest part of planning. To help you get organized, we will supply you with a wealth planning profile. The completed profile provides us with all of the information we need to start preparing your personal wealth plan.