Our Process

We take a holistic approach to our clients’ finances. This means that even though you may want (or even need) a very targeted solution to a specific need, we still would like to understand your complete financial picture so that we can make appropriate recommendations that fit within the context of the whole.

Process Image

How do you feel?

Whether it is your business or your personal financial life, we begin every relationship with a deep discussion about your feelings regarding your situation

Let’s get some financial information…

We then gather data so that we have all the information we need in order to analyze your situation.

…And analyze it

We carefully assess the information you provided to identify gaps and opportunities within your situation.

We deliver our recommendations

We present our recommendations to you in a way that is understandable and allows you to take the lead and be an informed decision-maker.

You choose how and when to implement

Should you choose to implement with us, we will be happy to present you with suitable options from industry-leading firms. Our broker status gives us the freedom to shop for the best solutions for you.

Monitor and review

Over time, your situation is bound to change. We stay in touch and modify things as needed to reflect the changes in your life and business.