Our Individualized Process
1. Initial consultation-overview of our process. Review your individual financial situation and establish financial goals and identify concerns
2. Review your financial landscape and assemble a complete financial picture and compile of data
3. Analyze your overall financial situation and develop holistic strategies
4. Recommendations. Review status of recommended actions and present solutions. Review life events and discuss strategies
5. Implementation. Review Financial Recommendations and Implement Strategies
6. Progress and Review. Review and ensure goals are being achieved
