How we work together

Our process organizes your financial life through four steps:


Four-Step Process


1.     Initial Meeting: Is there a fit?

We get to know what is important to you and your family. We introduce you to our process and approach, then together, decide if it makes sense for us to work together. 

2.     Discovery Meeting

We clarify your personal dreams and financial goals in detail, document your current situation and begin the planning process.

3.     Strategy Meeting

We introduce your financial strategy action plan and discuss the steps needed for implementation. Our Envision® planning can help you have confidence and clarity in how to get on the right path to meet your future goals.

4.     Review 

Through scheduled review meetings, we update information about your current financial situation and/or changes in your goals. Then we review your plan and recommend adjustments to help ensure you remain on track to meet your goals.