Our Process

Financial Planning Process

We follow a step-by-step financial planning process to help ensure that all your financial needs are addressed. It's an ongoing process involving regular reviews of your situation and making any adjustments necessary to bring you closer to your objectives.

Identify Goals and Priorities

The first step is to decide what is most important to you.

Gather Data

The more information we have the better our analysis will be. Our advisors examine a client's assets, liabilities, income, expenses, taxes, insurance, beneficiary designations, estate plan, and investments.

Analyze the Information

We use state-of-the-art technology and financial resources to conduct a comprehensive analysis and organize all your data.

Propose Solutions

We present the possible alternatives, strategies, and products that suit your objectives, and a flexible plan is created.


We help you put your plan into action. As independent advisors, we can be as involved as you need us to be.

Provide Service and Update

We regularly review your needs and, if necessary, revise your plan. As tax laws change, your advisor will inform you of ways to help minimixe your tax liabilities.


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