Let’s find out where you are. Let’s take a snapshot of your current situation: this gives us our starting point. In this initial step, we also want to identify your goals and individual financial personality and investment comfort levels. There is no cost to initially meet with us and to go through Step One.

Now that we know where you are, we come up with a game plan to move you incrementally to where you should be to achieve your lifetime financial goals. This requires an analysis of multiple options and occurs only after considering your unique financial personality.

Once we evaluate beneficial options and establish an ideal range of strategies, we communicate this to you for your review. If you come on board with selected recommendations and strategies, we take care of all the paperwork and initiate the process of putting strategies into place.

And now you can watch and relax as you progressively reach each of your financial goals over time. You will have greater comfort knowing that we monitor and update your plan based upon changes in market conditions, the economy, and your evolving needs. We are also available for meetings and communications along the way and will communicate your progress.