Interested in learning how we work? When you contact us, we will walk you through the following initial process to help you determine how we can help you and the service that will work best for your needs.


  • Step 1: Call

On this 10-minute phone call, we will answer your initial questions and gather some brief information about you and what you are seeking assistance with.

  • Step 2: Meet

In this complimentary introductory meeting, we will review and discuss your financial situation and documents, discuss your goals for retirement, and ask questions to understand the issues that are most important to you.

  • Step 3: Create

If you like what you hear during the introductory meeting, our next step is to formulate a plan that will help you achieve your goals and schedule a meeting to review those recommendations.

  • Step 4: Implement

We then work with you to implement your plan by assisting you with your investments, retirement, tax planning and other financial needs. We will have regular financial planning review meetings and provide monthly rebalancing of your investments to help keep your plan on track to meet your goals both now and in retirement.  Between our regular meetings we will be there for you whenever needed.