Our Process

Our process starts with four important steps

We want to learn more about your personal situation, identify your dreams and goals, and gain an understanding of your situation to see how best we can help you.

1. Goals- the beginning

In our 60-90 minute discovery meeting we learn about your personal situation, identify your goals, hopes and dreams, as well as focus on answering your questions. Successful long-term relationships begin with honest communication. 

2. Planning- the road map

Next we begin to create a road map of how we can aim to reach your goals. This may be as simple as a monthly contribution plan for retirement, paying off debt and budgeting, or a comprehensive retirement plan. 

3. Investment Portfolio- the vehicle

Once we know your goals and have a plan, now we can tailor a portfolio that fits your timeline. We use high quality investments with long track records and low fees to optimize your dollars. We explain our process every step of the way with a heart of a teacher, that leaves you more knowledgeable and empowered.

4. Guidance- the journey

We guide you through the  journey as we monitor your portfolio and investments. Communication is important as we meet regularly with our clients to answer questions, make needed updates and provide guidance. Our aim is to keep you confident about your investments and focused on the long-term goals.

"A&#160;<b>journey of a thousand miles</b>&#160;begins with a single step."

-Lao Tzu

"A journey of a thousand miles begins with a single step." -Lao Tzu

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