Our Process: 

 Summary   Relationship   Data Gathering   Analysis   Plan Generation   Implementation   Review                


The first step in our advising process is to establish and define our relationship.  This means making initial contact, providing you with an introduction to what we offer, and understanding what you want from your advisor.  We will ask you to review our service offerings and participate in a free consultation designed to answer any questions you might have as well as share our mutual expectations for each other.  When you decide to proceed, we will develop a Financial Planning Agreement that spells out exactly what we'll be doing for you in generating a financial plan, and how much that will cost.  As soon as the agreement is signed, we'll proceed to the next step, data gathering.



Process Inputs


You will provide us with:

  • The reasons you're seeking an advisor.

  • Your expectations for an advisor.

  • Any unanswered questions you have prior to making a decision.

We will provide you with:
  • A description of our services and associated costs.
  • Our expectations for our clients.



Process Outputs


Outputs from this process are:

  • Your understanding of our services.

  • Mutual understanding of our expectations of each other.

  • A signed Financial Planning Agreement.

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