To help you plan effectively we must first look at your present situation. We want to make sure that you: have adequate protection and liquidity; accumulate wealth as dictated by your goals; manage income taxes; plan for retirement; and preserve your wealth.

To do this, we take you through a 5-step process:

1. Meet and Greet appointment

• Determine if there is a good fit between your needs and the services we provide

2. Discovery

• Discuss personal concerns and establish goals for the future
• Gather all pertinent information including income and expenses, assets and liabilities, company benefits, insurance coverage, etc.
• Establish risk tolerance

3. Plan Presentation

• Provide an overview of your comprehensive situation
• Prioritize goals
• Discuss implementation and establish an action list

4. Implementation

• Proceed with items on action list
• Select third-party Money Manager
• Plan for future implementation

5. Annual Reviews

• Meet annually to review changes and continue to move forward with your goals for the future
• Monitor and rebalance accounts

Read more about our Services.