Our Process


1. Getting To Know You

Our comprehensive approach to providing tailored advice begins with a thorough understanding of your current financial picture, your future goals, and your philosophy about your money. 


2. Analysis and Evaluation

Like solving a puzzle, we look at all the pieces of your financial picture and how they best fit together. At this stage we analyze and evaluate where you currently stand relative to your future goals.


3. Tailored Solutions and Strategies

Once we have a solid understanding of where you are and where you want to be financially, we tailor our advice to your unique situation and goals. We will provide you with options and choices at this stage, and stand ready to help you with the decision making process.


4. Long-Term Relationship and Client Service

We find that the vast majority of our client relationships are long-term ones. We feel this is primarily a function of trust, which we work hard every day to earn. Client service is our focal point and complete satisfaction is our goal.