Our Planning Process

STEP 1:  Informal Interview – Is there a FIT?

We use a FIT process to ensure that we are mutually committing to a long-term relationship fully understanding each other.

By discussing where you are and where you want to be, together we seek to identify how we may help and whether we are a good fit for you. Understanding that we can’t be all things to all people, we consider if what you are looking for is what we can deliver on and whether you are a good fit for us.

STEP 2:  Data Gathering and Fact Finding

Upon mutual agreement that we are the right fit for you, we review your current positions, allocations, saving and spending patterns, and your motives behind them. Our goal in this meeting is not only to comprehend the facts and figures, but to begin to understand you – your hopes and dreams – so we can become your advocate to achieve them.

STEP 3:   Solutions Meeting

We discuss the status of the progress you have made thus far and what changes may be needed to get you where you want to go. We design a customized income and investment strategy tailored to your situation. Your plan is created.

STEP 4:  Implementation

Working together on the results of the Solutions Meeting, we lay out the action plan needed to align your money to help achieve your goals. Your plan is put into action.

STEP 5:  Monitor

As your primary advisor in all things financial, we regularly repeat these steps to advise you through life transitions. Your plan is monitored and adjustments are made as we and you deem necessary.

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