Our Process

A Disciplined Approach to Wealth Management That Starts With an In-Depth Discovery Process

Through a series of deep conversations with you, we learn about your goals, your family, your attitude about risk versus growth, and your hopes for the future. Our goal throughout the process is to completely understand your priorities in life so that we can begin designing completely customized financial strategies for your future.

In our conversations with you, nothing is off the table. We ask hard questions that challenge you to think differently about what money means to you. To our clients, money represents much more than an account balance. It represents a lifetime of hard work, a comfortable retirement, a legacy of love for children and grandchildren, and the ability to say “yes” to more dreams. By delving deeply into what money means to you, we can proactively provide the advice and ongoing support you may need to help you accomplish your goals and live a more fulfilling life.

Our Process


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Gather documents and organize your entire financial picture


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Confirm your retirement goals


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Test your retirement plan to see how well it performs


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Identify strengths and weaknesses


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Test multiple ideas designed to meet your goals


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Select a plan that best works for you

Discover More About Our Process

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