We create strategies that are tailored to your needs and goals.

Step 1 - 60 Minute Consultation - We will discuss your current situation, your goals and expectations, and the overall process. 

Step 2 - Information Gathering - We'll collect all of the important information needed to formulate your plan. This includes income, expenses, assets, investments, debt, large upcoming expenses, and more. 

Step 3 - Develop Strategies & Plan - We'll analyze the information provided and develop a plan based on your goals. 

Step 4 - 60 Minute Plan Review - We will review the plan and strategies together and make sure you feel good about the plan and the next steps. We will adjust and review until you feel great about it. 

Step 5 - Implement Plan & Monitor - We will implement the plan, set up accounts, invest your portfolio, monitor your plan and portfolio on an ongoing basis, make adjustments as needed, and meet with you quarterly (or more often based on your preference) to review your portfolio and the plan. 

This is our most comprehensive offering where we do everything we can for you. Once we establish the plan you can be as involved or as uninvolved as you'd like.