One size does not fit all. We are here to focus on the unique set of financial circumstances that you and your family face. Our success relies on understanding what makes you tick and creating a customized wealth management strategy aligned with your short-term and long-term objectives. By building a lasting, personal relationship with you, we are able to help plan and prepare for your future.

So, how do we do it?


Flowchart: the financial planning process

Our team of experienced advisors work with you to clearly define your goals, properly analyze your current financial assets, and then build an actionable long-term plan to pursue the results you deserve. We also work closely with your existing tax and legal counsel towards the common goal of supporting you.



Before we get down to crunching numbers, we’ll talk about the things that are most important you.  Family, community, pastimes, church.  We’ll ask a lot of questions about what you’re really thinking, feeling, money experiences, and what you’ve accomplished so far.  Together we’ll figure out where you are now.


Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities and consider what gaps exist.  We will weigh the financial implication of each goal we discuss and construct the framework for a plan that addresses them.


A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life.  During this phase, we will recommend specific strategies to address each of your goals.  This is where we implement your customized plan.


Just when you make plans, life happens and events large or small can change everything.  The monitoring state incorporates tracking systems aiming to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.