DISCOVERY:
Through this process we capture objective data. Only after we understand the concrete and intrinsic elements of what makes up your financial world can we begin a thorough analysis.
ANALYSIS:
Once we have completed the Discovery process, we Analyze the information and determine where you are today, what planning you have done prior to meeting us and the objectives, priorities and expectations you have moving forward.
THE PLAN:
After thoughtful discussion regarding your priorities and a detailed analysis of your current and future finances, we present our recommendations in an actionable written plan. THE PLAN will serve as our shared reference to take action and implement strategies that will help move you forward.
IMPLEMENTATION:
After the planning process is completed and we have delivered your financial action plan, we move to our final step: Implementation. Clearly, this step is the most meaningful in the process because it is the outcome of a transparent effort to help make your life everything it can and should be.