Broker Check

Our Process

Initial Consult

An informal conversation about what matters most to you right now. When we agree there is value in proceeding, we conduct a detailed Financial Diagnosis.

Financial Diagnosis

An in-depth analysis and benchmarking of your current financial security and ability to achieve your desired goals.

Financial Treatment Plan

A personal prescription for optimal financial security and performance including a step-by-step timeline, your specific performance measurements, and a customized care plan.

Regular Financial Checkups

Includes a Treatment Plan progress report and performance review. Checkups empower Treatment Plan updates which give you the clarity and confidence to continuously choose the best path forward.

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