Our Process

We believe that transparency is a necessary ingredient for a strong and trusting relationship, and familiarity helps add a level of comfort and confidence. We want you to know how our process works so that you know what to expect when you work with us.

Step 1: Initial Meeting
In this meeting, we get to know each other and build the foundation of our relationship. We will work to identify your goals, understand your situation, and collect any relevant information that could help you get to where you want to go.

Step 2: Analyze Information
Secondly, we will create a plan to help you achieve your goals. We do this by analyzing cash flows in relation to your goals. We will review your tax work, investment portfolio, and insurance situation to clearly establish the parameters of your plan. Most importantly, we want to present you with options so that you know you can pick that path you feel most confident in.

Step 3: Implementation
Next, we put the final touches on the plan. Once you make your decisions regarding your options, we put the plan into practice. Don’t worry – this isn’t us throwing you into the deep end. We are here to be your guide and partner on your journey. We are here for you whenever you need us.

Step 4: Ongoing Review
The final step is not the end, but a continuation of the journey we have started together. As you live and grow, we are here to review your plan so that you can make the necessary changes that you might need, or just to affirm that you are still on the right track.

Our firm is independent of corporate interests and only seeks what is best for you.
Learn more about Independent Investment Advisors