Relationship Process

Informal Interview

By discussing where you are and where you want to be, we seek to identify how we may help and whether we are a good fit for you.

 

Research, Analyze and Report

Upon mutual agreement that we are the right fit for each other, we review your current financial situation to provide recommendations for your future.

 

Solutions Meeting

Based on the results of our analysis, we discuss what changes may be needed to get you where you want to go.  This process forms the foundation of your plan.

 

Implementation

Working together, we lay out the steps needed to help align your money to achieve your goals. This is the process that puts your plan into action.

 

Monitor

As the most important part of the process, we strive for continual communication, seeking to understand how your life changes.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals