• Introductory Meeting

    We meet face-to-face to learn about your planning goals, needs, and to introduce our planning process and fees.

  • Relationship Engagement

    Define the scope of service and create a plan from assessment to implementation and monitoring.

  • Exploration

    Quantify current financial situation and target goals. Determine attitude towards risk and priorities.

  • Assessment

    Analyze strengths and weaknesses in current financial situation and strategy, identify targets, and formulate comprehensive solutions.

  • Recommendation

    Present data driven action tasks to adjust course to balance risks, priorities, and achieve objectives.

  • Implementation

    Make any adjustments to cash flow, asset allocation, liquidity order, risk management, and tax allocation.*


    *We will work in coordination with your tax/legal advisor where needed.

  • Review and Rebalance

    At least annually, we will meet to review progress, reassess strategies, and adjust trajectory to meet ongoing financial objectives.