Our Process Begins With Two Questions

What’s your story?

What do you want the rest of your story to look like?

Create a Plan To Fit Your Story

Financial hoping is not enough! We help our clients plan for their ideal financial scenario and also protect themselves against critical financial events with a “Plan B” strategy. The result: meaningful financial plans that work.

If we were meeting here 3 years from today, looking back over those 3 years, what has to have happened during that period for you to feel happy with your progress?

The Certified Financial Planning Process

Discovery
Research & Analysis
Recommendations
Implementation
Personal Financial Organizer
Monitor, review, modify
Journal

Portfolio Design

We work with you to develop the “right” portfolio for you. We develop an understanding of what you care about before we develop the plan of what your portfolio should consist of.

Bridging Solutions™

Critical Financial Events are sometimes predictable but can be random and they always have a profound impact on people’s lives.

Bridging Solutions™ is the process of planning for or reacting to these events and successfully transitioning to a desired destination.

Blue Sky Plan B™

Protection From “What if….”

Insurance: Life, Critical Illness, Disability, Long Term Care
Emergency Fund
Implement Plan B strategies
Monitor, Update and modify

Legacy Now!™

Legacy Now!™ is a planning concept designed to promote intergenerational communication about important core values, traditions, folklore and distribution of family wealth.

Learn more about our process here:

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