For those who want a thorough financial plan, we have a very specific and well-honed process by which we engage our clients to create a unique strategic financial plan.

We will then coach you to make educated choices about your money and work toward your personal goals.


  1. Establish the client/planner relationship
  2. Gather data and determine goals and objectives
  3. Determine client's financial status by analyzing various client information
  4. Develop and present the Financial Plan
  5. Launch the Financial Plan
  6. Monitor the Financial Plan