The Discovery Focus

Think of this as your “financial physical”. Of highest priority is the establishment of your personal goals, needs, and objectives. But don’t worry ~ we have been helping people since 1988 and are fully prepared to help guide you through the thought process. During this stage we will also collect the necessary information to determine the scope of the engagement. And lastly, we will review any current financial documents or plans you have in place including insurance, investments, tax documents, wills and trusts.

The Strategic Analysis

This is where you relax and we do all the work! We assemble the appropriate “team” of specialists and conduct an in-depth analysis of your current plans, research and implement new strategies to help meet your goals, and finally, create a comprehensive written financial plan that may serve as your roadmap to financial success.

The Results Enabler

This is where we make our recommendations to you. This step involves one or more meetings in which we show you how we can help you achieve financial well-being. We will make a formal presentation of the financial plan and discuss the actions we recommend. Of course, we always allow ample time to answer all of your questions. We will then lay out the plan for follow-up and lifetime maintenance of the plan, as well as our extensive client service policies.