Step 1: Discovery

If you don’t know where you stand, it is hard to know what direction to go in. The first step of this partnering approach is gathering the needed information to understand where you are presently and what you want to achieve so we can thoroughly diagnose what challenges you will face and where your existing approach can be improved.

Download Our Discovery Questionnaire

What Is the Initial Meeting Like?

Few things can be as uncomfortable as not knowing what to expect, especially when talking with someone about our money. The Initial Discovery Meeting is a no obligation opportunity for us to get to know each other better and see if you would benefit from engaging with us. View the video above to learn more about that meeting.

Step 2: Strategy Development

No matter how well you are doing, there may be a more effective and efficient way to get where you want to go. After analyzing what is happening, we evaluate the options available and create a Planning Roadmap that will help put you on a path to success based on what you want to achieve, prioritizing the items that will have the strongest impact on your results.

Step 3: Action Plan

A well thought out written plan is valuable, but until it is put into action, it is only words on paper. To win the race, you have to get out of the starters block and move with purpose towards your goal. In collaboration with you, we clearly define the steps for you to take and build an accountability structure to help make it happen and bring your Roadmap to life.

Step 4: Progress Reviews

The best laid plans look great at the time they are developed, but our lives don’t move in a straight line. It is critical that you regularly assess your progress to make sure you are continuing to move in the right direction. We build in ongoing reviews to monitor how you are tracking with your plan to determine when course corrections may be needed.

Organization, Alignment & Clarity for Your Financial Life

You have many responsibilities to juggle, so adding the need to coordinate all of your financial relationships makes life even more difficult. Traditionally you had to manage those relationships on your own, but with our Partnering Approach, we can help smooth out the coordination by taking a lead role in your financial interactions.

The Traditional Approach

This approach to navigating your financial life required you to go it alone in your interactions with your various service providers.

Our Partnering Approach

With our Partnering approach you have an advisor that serves as your advocate to help ensure the work of all of your service providers are in line with your desired destination.

Are We a Good Fit for You?

The relationship between Advisor and Client is important in helping you obtain the results you are looking for. Our approach to this partnership is not for everyone, but if you are curious about whether it may work for you, let’s start with an initial conversation and see where it goes.

Without commitment you’ll never start, but without consistency, you’ll never finish.
Denzel Washington

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