Our Process


  1. Build a relationship 

This is key.  While we can take care of an immediate need, our goal is to establish a lasting relationship with our clients and gain a deep understanding of who they are and what they envision their future to be.
  1. Gather information and develop your financial goals

We will talk about your current financial situation and gather any necessary documents. Together, we'll define your personal and financial goals, including timeframes. We will discuss your comfort level when it comes to taking financial risks.

  1. Analyze and evaluate your financial status

We then consider all aspects of your situation to help determine what you need to do to meet your goals. We will analyze your assets, liabilities and cash flow, current insurance coverage, investments, and tax strategies.

  1. Review recommendations

We will discuss different strategies to meet your goals, the strengths and weaknesses of the strategies, and provide common sense explanations so you can make informed decisions. At this stage, we will also listen to any concerns you may have and revise the strategies as appropriate.

  1. Implementation *

We then work with you to develop a system that will enact the strategy you choose. Throughout this time, we are here for any questions, additional advice, and anything concerning you and your family's financial well-being. 

  1. Benchmark your progress against the financial goals you established 

As you work toward your goals, we monitor your progress to make sure the strategy is performing as expected and to continually adjust to your needs. 

Our team provides:

  • Private Wealth Management 
  • Fee Based Financial Planning
  • Life, disablity, and long term care insurance planning
  • Investment Planning
  • Retirement Income Planning

From start to finish, we can take you through the financial planning process to help you achieve your financial goals.


*Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. 

Registered representatives do not provide tax and/or legal advice. Please consult a tax or legal professional for such guidance.