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Our Approach

Client Centered

Our Strategic Process

As CERTIFIED FINANCIAL PLANNERTM professionals, we've developed a comprehensive process that includes the following steps:

  • Discovery & Data Collection

    We learn about you, your goals, visions, and values. We then gather all the data available to determine where you currently stand financially.

  • Data Analysis & Plan Development

    We analyze your data and work to create personalized strategies that will align with your goals and objectives.

  • Plan Presentation

    We will present our findings, discuss the customized strategies we have put together, and review a step-by-step action plan.

  • Plan Implementation

    Collaboratively, we implement each strategy to set you on the path to financial freedom.

  • Ongoing Monitoring

    As life evolves, so does your financial plan. We will meet with you throughout the year and update your financial plan accordingly.

Meetings with You


Introductory Meeting

In this meeting, we will get a clear understanding of your unique goals, visions, and values. We will explain our capabilities, process, and how you can choose to work with us.


Strategy & Action Plan

Once our data analysis has been completed and your plan has been formulated, we will meet with you to present our findings, discuss our recommendations, and review a step-by-step action plan.


Ongoing

Financial planning does not stop after the implementation of the strategy. Your life will evolve and your financial plan should evolve with you. We will meet with you proactively throughout the year and update your plan accordingly.