Our Process

Our Process Guides Our Collaboration

  • We always put your interests first.
  • We focus on each individual client utilizing our custom approach.
  • Whether you are planning for retirement many years off, just around the corner or currently enjoying retirement, we can help you plan for today and the future.

Ready to get started?

We are too. Some clients like to provide us with information before our first meeting. If you’d like to do this, please use our Printable Client Questionnaire to mail or fax to us.


Getting comfortable – We start with a general conversation about your goals and our services. This is to ensure that we will work well together and you would like to move forward.

Understand and Clarify – We review and analyze information to properly understand your circumstances.

Identify strategies – After prioritizing your goals, discuss our recommendations, solicit your feedback and make adjustments.

Direct implementation – After recommendations are agreed upon, work with team members to put elements in place and monitor progress.

Enduring and ongoing partnership – As you move through life and the changes that it brings, we review your priorities and make appropriate changes.