How we work with you

Our advice process is meant to help empower you to realize your goals. We want to get to know you—and maybe help you get to know yourself along the way. 


Our approach starts with a series of questions to understand your situation. Our note taking is extensive, so that everyone in the office can build on the relationship we're establishing. We then work with you to create an action plan that moves toward living the life you want to create.  


What you can expect 


Our first meeting together is all about connection. We want to get to know you and spend some time describing our process.  


Next, we collect your financial data to prepare for a Discovery Meeting. We'll explore your financial picture and put the pieces of your financial situation together. The focus is how we can support where you are trying to go in life.  


After that, we get together for an Advice Delivery meeting, which includes a to-do list for you and us, to help enable you to meet your financial goals. We'll discuss appropriate solutions that are tailored to your needs. Our team is committed to developing a long-term relationship with you.