The process itself is simple.  What is most important is getting to know you as a whole person. Your life is so much more than just a balance sheet.


1) Discovery – learning about the whole you:

  • what you believe in
  • what you’re passionate about
  • what worries you
  • how you want to be remembered

2) Planning

  • Life is busy and full of distractions.  We’ll work to create an action plan
  • This plan needs to align your financial goals to your beliefs, passions and goals
  • This can range from retirement planning, exit strategies from your business, protecting you, your family and your business.

3) Implementation

  • Put the plan into motion based on your goals

4) Maintenance

  • Ongoing review where we’ll work together to manage the results and adjust as needed