Our Planning Process

Step 1: Identify Your Goals and Objectives

We take time to learn about you and your family, so we can evaluate your current and extended needs, risk tolerance and future goals.


Step 2: Gathering Data

Gathering your financial data is crucial to be able to provide you with the most effective plan to fit your goals and needs. Every detail plays a significant role. Without a full comprehensive plan, it will make it harder to move forward.


Step 3: Analyzing & Evaluating You Financial Status

This step is to take your data back to our drawing board to discuss and analyze your information and your current situation.


Step 4: Develop Your Personal Strategy

Upon evaluation of the information you share, we construct a selection of customized strategies and offer recommendations we believe align with your goals and needs.


Step 5: Implement Your Plan

After careful consideration, you decide the best approach to take and we put your personalized plan into action.


Step 6: Monitor and Review Your Progress

We maintain consistent communication with you as we carefully track your portfolio and make any necessary adjustments along the way.