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Our Process

We believe true balance requires focus, commitment, and ongoing evaluation and fine tuning.

Our planning process begins with listening and understanding. We will not recommend any course of action or any type of financial product until we are fully aware of your goals and objectives, and then only when we are convinced that the recommended action or product is suitable as a long-term approach to those goals and objectives. Following the implementation of your plan and our recommendations, we continually monitor your progress against established goals to ensure you remain on track toward pursuing your objectives.


Through our comprehensive discovery process we can determine what matters most to you and your family.


We will analyze your current situation and strategy, suggesting alternatives to potential problems and pointing out areas of opportunity. We will develop a comprehensive strategy and present recommendations aligned with your goals and objectives.


Based on your input, we will prioritize action steps and work closely with your other professionals, as appropriate, to implement your plan.

Ongoing Monitoring

Through continual monitoring of your strategies and investments, we will assess the need for adjustments as your needs and the financial markets change over time. We will schedule regular reviews to keep your strategies on track and meet with you whenever you have questions or concerns.