How We Plan

Customized Plans Designed Just for You

We use our five-step planning process to uncover what you truly want and find the right solutions to fit your needs.

identifying your goals

Your Goals

investment planning

Examine Your
Current Situation


Creating an
Investment Plan


Your Plan


Reviewing and


Identifying Your Goals

Everyone envisions retirement differently. What does retirement look like for you? How do you want to spend your time and who do you want to spend it with? In order to build a plan that fits you, we have to get to know you first. We’ll have a conversation to explore who you are and what you truly want from life, both now and in the future.


Examining Your Current Situation

In order to draw an accurate plan to get you to your goals, we need to know where you’re starting from. We’ll examine your current financial statements to uncover:

  • How much money you have saved
  • What account types you currently own
  • How much risk is appropriate for your portfolio
  • How much time you have before retirement


Creating an Investment Plan

Our investment plans are never one-size-fits all. Instead, we build strategies based on your personal situation. We take a disciplined investing approach designed to keep you on track towards your goals but also flexible enough to adapt to life as it happens.

Your well-developed investment plan can help you limit exposure to unnecessary risk and maximize your results. As independent financial professionals, we seek out the best investment options for our clients and search for the best managers to fit our clients’ needs.


Implementing Your Plan

Once we’ve created your plan, it’s time to put it in motion. But don’t worry – we’re here to guide you through every step of the process. We’ll help set up new accounts, transfer funds, and make sure nothing gets overlooked as your plan goes into effect.


Reviewing and Processing

We don’t just “set it and forget it.” Once we implement your plan, you’ll receive regular reviews and information regarding your accounts, ensuring you’re making toward your goals. We’ll also adjust your plan as you experience major life events or your goals shift.

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