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Our Process

Empowering you to care for your family, serve your community and define your legacy.

Our personalized, inspired process is rooted in the wisdom we’ve built over years of experience.

We want to help you reach your goals and find purpose in your money to experience more from your life and finances.

Getting to Know You

First Meeting

We start with a complimentary, no-obligation meeting or phone call to help us get to know you and your goals. You’ll also learn about our values and how we might be able to work together.

Sorting Things Out

Get Organized

Bring us your financial files and documents so we can help you get organized and have a better idea of your specific financial situation.

Casting the Vision

Gain Context

We’ll spend a generous amount of time gaining a full understanding of what your specific financial goals are, then brainstorming the appropriate strategies to achieve them. 

Mapping A Plan

Set A Strategy

We'll work together to come up with a clear plan based on your goals, time horizons, liquidity, needs and priorities. We want to get you from where you are now to where you want to be.

Making Moves

Enact the Plan

Now we put your financial plan into action! Our team will walk you through the process, make recommendations and give you the tools you need to set the plan in motion.

Adjusting As We Go

Adapt as Needed

Life is constantly changing and evolving. Your financial plan should respond accordingly. Count on us to guide you through the changes you’ll inevitably need to make.