Our Process

Our process starts with the firm belief that successful investing cannot happen without a strong financial plan. Because we hold this belief, we work with clients who desire long-term relationships rooted in a dedication to their customized plan from which investments decisions are made, implemented, and managed.

Step 1: Determine Your Money Karma

Our first conversation will focus on getting to know who you are, what you believe, and what you want your money to achieve for you. We ask:

• What was your first experience with money?
• What does financial confidence look like to you?
• What do you want your money to do for you?
• What risks are specific to your life?
• Where are you now in your financial journey?

Step 2: Where You’ve Been and Where You’re Going

We set up your personal financial website, WealthVision, which allows us to see every single component of your financial life and create a plan for taking you from your financial present to your financial future.

Step 3: Sharing, Listening, Adapting

We present you with your WealthVision website and provide a rough draft of our suggested financial plan. Together, we decide what works, what doesn’t, and what changes need to be made. We then make those changes and create your final plan.

Step 4: Final Yet Flexible

Our next meeting focuses on reviewing the updated final plan and the action steps needed to implement your financial plan. It is important to understand that final doesn’t mean inflexible. As the years go by, you grow and change, and the plan we design with you will have the ability to change and adapt as your life changes.

Step 5: Putting The Plan Into Practice

Once you approve your plan, I help you implement the various components. We must work in tandem completing these actions to stay on your course to financial independence. Part of putting and keeping your plan working is continued monitoring. We keep a vigilant eye on all the moving parts of your plan while you can live a confident and simple life, knowing you that we are doing the worrying about your money for you.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett