Broker Check

Our Process

Schedule a call
Intro Call

Intro Call

15-30 minutes to learn where you need help and determine if we're a good fit.

This call serves as an opportunity for you to learn how we serve our clients without any commitments.

Get Organized

Get Organized

Organization is key to financial success, so we'll help you come up with a system.

This meeting gives us an opportunity to understand what's important to you, start gathering data, and serves as the foundation for our analysis.

Analysis

Analysis

Our team will work through the details and provide a simple, easy-to-understand financial roadmap.

In this meeting we will provide actionable recommendations to help improve your financial position.

This could include strategies to minimize taxes, eliminate threats to your financial security, or plan for gifting to family members. It all depends on your current circumstances and priorities.

Implement

Implement

At this point you’ve had a chance to review the information we’ve provided and determine the value that you will get from working with us. If you are interested in ongoing assistance our team will help you implement our initial recommendations from the analysis meeting. If you are not looking for an ongoing relationship, that’s ok too, We will provide you with suggestions on how to make some of the changes we’ve recommended.

Review

Review

Tracking progress towards goals.

Updates on the markets, economy, regulations, and tax laws that impact you.

Life is dynamic and plans can change, so we will proactively schedule meetings to stay on track and avoid speed bumps along the journey.

By the end of the process we will address the concerns that originally brought you to meet with us and likely bring to your attention additional ideas and strategies intended to improve the strength of your financial plan.

425-251-5910