Broker Check

Our Process

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Discovery Meeting

Allows us to determine your current financial situation and where you would like to be. We ask related questions to understand what’s most important to you. This allows us to create a unique comprehensive outline that will serve as the basis of our relationship.


We take the information gathered in the discovery meeting and analyze the current financial situation so we can develop recommendations to help you achieve stated goals.

Recommendation Meeting

We deliver recommendations and steps outlining reaching your goals.

Implementation Meeting

Administrative in nature, any necessary paperwork is completed.

Follow-up Meeting

Discuss portfolio and investment strategy in real time.

Regular Review Meetings

Review portfolio performance, rebalancing, address current or new concerns, reevaluate strategy if necessary. We request to meet with our clients at minimum on an annual basis.

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