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Collaborative process

Wealth Management Process

Plan and Execute

Our process focuses on you and your financial independence. Our relationship starts with an Initial Conversation that helps us understand you and ends with us taking action to help you become financially independent.   

"Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances." - CFP Board

Initial Conversation

Identify your vision, values, goals, concerns, and challenges

Get Organized

Locate and document key financial information

Initial Planning Conversation

Receive recommendations and collaborate to set your priorities


Take action in priority planning areas

Progress Meetings

Annual/Bi-Annual/Quarterly meetings to keep you on track