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Our Process

Our unique 5-step process will help you identify your goals, create a plan to pursue them, implement the appropriate recommendations, and monitor it for effectiveness. We also can coordinate all of your financial information and provide them to you in one convenient location with a private and secure personal website.  This technology can be used to check your progress at anytime. We start and end with your dreams. Your goals remain the centerpiece of our recommendations and strategies.

Our 5-step process:

1) Establish Goals and Objectives-During our initial meeting we will get to know you to have a thorough understanding of your goals and objectives. We will also help organize your goals by time frame and priority.

2) Evaluate Current Situation- We will show you the scenarios that help you to pursue your desired goals. We will then chose the option that best fits your lifestyle.

3) Develop Comprehensive Plan- In this step of the financial strategy process, we develop an action plan. We consider your goals and complete a risk assessment that aides in formulating the most appropriate plan to fit your needs.

4) Implement The Plan- This is where we make your vision a reality. Our clients are involved from the beginning. We keep you involved and make sure you understand what we are doing and why we are doing it. Once the plan is in place we will strive to ensure that it remains consistent with your goals.

5) Periodic Ongoing Review- As personal circumstances and opportunities develop, your financial strategy will need to reflect these changes. We keep you informed about every aspect of your plan by providing quarterly and annual reviews and make changes when necessary. This will give you the confidence in your decision as well as help you to see progression of your goals. We strive to provide this unique client experience by exceeding your service expectations.