Our Process

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step 1 graphic

Step 1: Initial fact-finding consultation which includes getting to know you.

Step 2: Review your financial situation and establish realistic goals and objectives.

Step 3: All gathered information is analyzed and any needed research is conducted.

Step 4: Take information gathered from all sources and create a tailored personal financial plan.

Step 5: Implementation of strategies and recommendations.

Step 6: SERVICE - including timely reviews based on a frequency that works best for you.