Our Process


The process begins with a conversation between you and our team, focused on your current financial situation - assets and investments, insurance coverage, and annuity holdings. This will help us to assess your specific financial needs, preferences and goals.


With a clear understanding of your financial situation and future goals, we will help you to generate a personalized wealth map that reflects your unique circumstances.


We will guide you to create a plan that addresses your financial goals and time horizons, risk and return objectives, tax efficiency, need for liquidy, charitable preferences, etc.


At this point, all pertinent financial information has been gathered and analyzed and we are ready to implement your plan.

Ongoing Advice

Life changes and so does your financial situation. Through regular contact, including an annual review of your wealth map, we will work with you to make the necessary adjustments to your portfolio, keeping you on track to meet your financial goals.