Broker Check

Our Process

"Someone's sitting in the shade today because someone planted a tree a long time ago" – Warren Buffet

  • Today – know where you stand with your financial goals today. We analyze your risk tolerance and gather current financial statements to find out how much is in your 401k, IRA, savings, checking, money market, and pension plan/li>
  • Future – discuss your dreams and financial goals with your advisor. Tell us your dreams for retirement. Whether that includes extravagant traveling, eating out every night, or owning a summer home - we want to know what your retirement goals are. We will also discuss at what age and income you hope to retire.
  • Analyze – we run numbers and analyze your current financial status and investment performance. From there, we will model your financial goals to see where you stand.
  • Decide – we recommend strategies that will align with your risk tolerance, timeline, and most importantly, put you on track to reach your financial goals. You decide how you want to achieve your dreams, and we help you make it happen.
  • Partner - we partner alongside you to help you reach your goals. We coach you through the ups and downs of life with expert guidance and support along your road to success. With you in the driver’s seat, you have ultimate control over your future.
  • Educate - we provide you education to keep you informed and help you stay on track. We meet as much as you desire to ensure you are comfortable and confident in your plan as it continues to move forward.
  • Adjust - together, we make adjustments to keep you on track as life and situations change. Much like a team coach makes adjustments during halftime, our partnership exists to ensure your plan is on track and your goals are achieved.


Thank you!