Our Process

Our process for prospective clients to determine if we’re a good fit.

Our process is very simple. We do not sell products and instead focus on serving our clients by providing advice. Our introductory process consists of three steps:

Discovery Session & Goals

1. First, during our initial Discovery Meeting, we learn as much about you both qualitatively and quantitatively as we can. We seek to understand your unique situation and your dreams for the future.

Investment Planning & Review

2. Next, during our Investment Plan Meeting, after we know where you want to go, we illustrate strategies that we believe will help improve your situation and build a path toward a better future.

Mutual Commitment Meeting

3. Finally, at our Mutual Commitment Meeting, we decide if working together would be mutually beneficial. We are not right for everyone, nor is everyone right for us.


We believe this process will allow you to see how we help families and business owners clarify goals and refocus efforts toward achieving what is truly important.  There is no financial cost to follow this process to determine if we are a good fit.  The only cost is your time.

If you decide to you would like to work with us, we will work to jointly create a wealth management plan in the first 90 days that seeks to accomplish your financial and life goals.


Let's Plan For Tomorrow, Together.