Initial Phone Call.

We will describe the culture of our firm and discuss your financial condition. The purpose of this phone call is to make sure we are the best fit for each other.

First Meeting.

We will continue to establish our relationship with you by going over your goals, current financial documents and answer any questions you have.


We perform our "behind the scenes" duties. Our team will dive into the information you have provided us and put together a custom plan tailored for you.

Second Meeting.

We will present to you a custom plan and provide clear answers to your financial questions. If you are ready to become our client, we will have the paperwork ready for you to join us.

Ongoing Review.

Once you are on board, our team will conduct regular reviews with clear, easy to read reports to make sure you are on track to meet your goals.

We're Here For You.

As your financial questions arise, our team of financial professionals are here to provide our knowledge and expertise to give you the answers you need and deserve.