Our Process

Our approach starts with getting to know your financial objectives and your personal drive to achieve them. We work in 2 different ways with our clients depending on your unique needs:

  1. We analyze in depth your net worth, protection, investment, retirement and estate planning to create a fee based comprehensive plan that we implement many times with other advisors.

  2. We help you sift through what you currently have put together that is working towards achieving such goals, what needs tweaking and what you don't know that you don't know and offer solutions.

Our typical clients like yourselves are families, business owners and professionals. They often work with a number of people including financial advisors, CPAs, estate planning attorneys and insurance agents and may also have self-directed 401Ks and brokerage accounts. There may be many moving parts which are not coordinated into a holistic financial plan. We can help.