Our Process

 

Our five-step process helps clients better understand their financial well-being 

 

It starts with the Discovery phase where we jointly determine if strategic planning can improve your financial well-being.

During the Profile Phase, we obtain a clean picture of your financial goals and current situation.

In the Strategy phase, we share an analysis of what is needed to reach each goal. 

If there are gaps, we review recommendations and a plan that's suitable for your needs in the Action step. The last step

is the Review - a vital step which factors affecting plans that can often change.