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Our Process

Rather than start with product or investment recommendations, we get to know our clients first and help them establish their goals. We do this through a discovery process where we get to know each other and from there, we craft a path toward achieving your goals.  

Our process includes the following steps:


Relationships are everything at our firm and we never make any financial recommendations until we fully understand you and your goals. We listen first before we speak.

Make a Plan

When making your plan, we consider your goals, where you are today, and where you want to be in the future. We craft your strategy around these goals, your risk tolerance, and your other financial needs.

Implement the Plan

Once you are satisfied with your plan, we implement it and review it as needed.

Adapt as Needed

Life changes fast and you need a plan to keep up. Whether you’re facing a job change, moving, downsizing your home, transitioning into retirement, or planning for a child or grandchild’s education, we can help adjust your plan to keep up with life’s many milestones.

We care about our clients and their successes and are only a phone call away. We’re here for you every step of the way.