Our Process

Our goal is simple: to become your personal advisor and provide ongoing counsel to you so that you consistently make wise money decisions.

We do not sell commissioned products.  We do not sell securities. We provide diverse, dynamic, and sophisticated planning in collaboration with you and your family.

We ask you questions to ensure that your finances are in alignment with your values, your goals and your dreams.  To understand what your goals are, we  take extensive time to get to know you.

In the Discovery, Investment Plan and Commitment meetings we seek to understand your vision for you and your family.  Together, we create a roadmap to accomplish your goals while paying particular attention to values.  Over time, through Ongoing Counsel, we monitor and adjust to ensure everything is on track to accomplish your goals.