Our Process

We believe that most individuals, partnerships and corporations need a sound financial plan. This plan should provide clarity and we strive to enhance these relationships and complement existing planning strategies.

Our proven approach encompasses a number of steps to help us understand all of the relevant aspects of your financial situation so that we can provide you with financial advice that helps you meet your life goals.

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  • Define the scope of the engagement.

  • Collect additional personal and/or financial information relating to the engagement.

  • Further analysis of client’s situation to account for any new information.

  • Identify and evaluate the financial strategies and prepare the plan.

  • Discuss implementation actions, responsibilities, and time frames.

  • Agree on schedule for review of the financial plan utilizing the Financial Minute Book.