Our Process

This is a casual and comfortable meeting where we take the time to get to know you, your goals, your financial situation, and any concerns you may have. It’s also when we begin collecting the relevant information needed to build your plan.

We will review our findings to gain a complete and in-depth understanding of your financial picture. This allows us to identify opportunities and challenges so we can make thoughtful recommendations that support your progress toward your goals.

In this meeting, we present a personalized investment plan based on the information we’ve gathered. The plan is designed to align with your goals and provide a clear path forward.

During this meeting, we make any final adjustments to your plan and take the necessary steps to put it into action. We guide you through the process to ensure everything is set up smoothly and confidently.

Once your plan has been in place for a few months, we meet to review how things are going. We check in to make sure everything is working as expected and make any updates if needed.

We continue to meet with you regularly, at least once a year, to review your progress and discuss any changes in your life that may affect your plan. These meetings help keep your strategy aligned with your evolving goals.