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Our Process

Our entire team works together to bring an exceptional, tailored experience to each of our clients. You will feel a sense of comfort knowing our experts are all collaborating on your specific plan.

Introductory Call

On this initial get-to-know-you call, we’ll ask you some questions that will help us determine if we’re a fit for your needs. In return we’ll answer your questions so you better understand what we offer.

Discovery Session

During this complimentary session, we’ll take a deeper dive into getting to know you and your goals. With this full picture, we can better identify your specific financial needs and aspirations. We’ll answer all of your questions about how we work—and how we get paid, too.

Plan Delivery

After careful consideration, we will present our specific recommendations for you so that you can see just how your plan will take shape.


It’s time to take action. We will work with you to execute on the recommendations you’ve approved. This isn’t just set it and forget it, though—we keep a close eye and connect regularly to assess and reevaluate if necessary.