Planning & Management Process


  • Get Acquainted Meeting with Potential Client
  • Identify Financial Goals and Priorities
  • Book a meeting today to get started

Data Gathering

  • Fact Finding and Discovery Meeting with Potential Client
  • Collect Facts and Figures on Current Situation


  • Establish a Preliminary Financial Plan for Potential Client
  • Discuss Investment Approach and Investment Policy Statement


  • Presentation of Financial Plan and Recommendations
  • Establish a Formal Business Relationship with Client
  • Agree upon Recommended Solution and Implement

Periodic Review

  • Quarterly Reporting and Meetings with Client as Appropriate
  • Track Success and Make Adjustments as Needed


Our philosophy is simple. We get to know you and help you make the best decisions as we provide peace of mind and a valued retirement.

We look forward to meeting you soon.


See OUR SERVICES page for more details.