Our Process
Here’s how we work together to build your path to financial independence:
Initial Consultation:
Meet to assess compatibility and discussion of our financial planning and investment services.
Financial Review:
Gather detailed financial information, discuss goals, and evaluate existing financial strategies.
Planning:
Develop a personalized financial plan considering estate planning, POAs, and involving necessary tax and legal advisors.
Implementation:
Initiate the strategy with asset allocation tailored to your individual objectives, in coordination with outside money managers.
