Our Process

Our Process


Actions matter in all areas of your life including your finances. The actions you take, or your inaction, directly impact your ability to achieve your financial goals. Make your actions matter when it comes to your financial goals!

Here’s our process to help you Act Towards Success.

1. First Meeting

Who Are You? Who Are We?

During our first meeting, we’ll learn about your family, your career, your current financial situation, and your hopes and dreams for the future. We want to learn what matters most to you and the ones you love. You’ll also learn more about us, our values, our philosophy, and why we do what we do. If we are a good fit, we’ll decide to move together to the next step of the process.

2. Our Part

Seeing Where You’re At and Where You’re Headed

To be able to provide straightforward professional advice, we need to know what you have and what it is worth. We utilize leading technology to help you to get better organized. When you are better organized our analysis is more accurate based on your current financial situation, not a hypothetical one.

3. Second Meeting

A Candid Discussion

Financial planning doesn’t have to be filled with fear, but it does have to be built on honest conversations. In our second meeting we provide candid insight into your current situation. This will leave you feeling one of four ways…really good, good, not so good, or really bad. That’s okay, because the past is the past, and our focus is on helping you to move forward towards achieving future success.

4. Your Part

Deciding to Act

If you decide to act on our recommendations, you are hiring a partner dedicated to help you each step of the way. We provide ongoing monitoring of your plan and will talk with you regularly, either in-person or over the phone to provide you updates. When things change, as they often do, we’ll revisit your plan to see if we need to make any changes. We are in this together, through every twist and turn, on the way to help you reach your goals.

Sign-up for a Consultation Now!