Let’s Take the First Step
Through ongoing communication and understanding, we look forward to developing a financial plan that makes sense for you - not just everyone we meet.
From in-person meetings to those held remotely, our goal is to build a strong relationship that starts with you. Once we’ve created a strategy based on your goals, we’ll meet and update the details at least once per year to ensure your long-term success.
Our Wealth Positioning Process™
Start the Conversation
The first step in developing your plan is to get to know each other, discuss your goals, and clarify your current financial picture.
Gather & Analyze Data
Next, we will gather data as it relates to your finances and analyze your situation. We’ll then develop a clear picture of your needs, assets, liabilities and more.
Develop a Plan
Taking into account your current needs, as well as those you have moving forward, we’ll work to design and recommend a personalized strategy for you. Once you feel confident in the recommended steps, we will begin implementing the details.
Plan & Monitor
The long-term goal is to continue building our relationship so we can update your plan based on lifestyle transitions and changes, as needed. We will discuss your progress and any adjustments to be made over time.