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Working With Us

Financial planning should be an ongoing process built upon great relationships, not a single transaction. Each person has their own definition of what financial independence is, which means no one strategy fits all. Our process is built around you. 

Step 1: Discovery

This step focuses on who you are as a person and what it is that is important to you. It involves us asking many questions and doing a lot of listening. We will also provide you with a snapshot of your current finances. This is our starting point. Its only once we have a deep understanding of who you are and have defined clear objectives that we move to the next stage of the planning process.

Step 2: Plan Design

We will tap into some of the best minds in the field of finance to help in the design of your plan. Our goal is to provide you with clear objectives and actionable steps that can be easily followed to move you towards the life you want.

Step 3: Plan Presentation

This is the part where we unveil your plan. We will explain all the work that has been done and how it fits into getting you to where you want to go.

Step 4: Implementation

Once finalized, we will begin working with you to implement the plan. We will be with you every step of the way to make sure that you remain on track.

Step 5: Monitor

Once implemented, we will meet regularly to monitor the progress. Change is constant, and your plan will be built to adapt to those changes as needed.

We welcome the opportunity to learn more about how we can serve you.

Thank you!