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What Is Our Process

We us a proven defined 5-Step Process to produce a customized and personalized financial plan written specifically for you.

1. The process begins with me and my team collecting all of the necessary data about you, your family, and if necessary, your business. 

2. Next, we spend time understanding your needs and objectives and setting your goals.

3. We then take all the data, analyze it, and design a written financial plan which has specific findings, observations, and recommendations regarding your current situation and what needs to be done to help you achieve your goals.

4. We then help you analyze the solutions and findings, model them, back test them and guide you in implementing the specific recommendations. 

5. Finally, once your plan is implemented, we monitor the plan periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you to keep your plan on track. 


Our 5-Step Process