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Our Process

As a wealth management firm, we approach each and every client differently and create a financial plan that’s right for you. To do this, we utilize a detailed process to get to know you and your goals.


Before we make any recommendations, we get to know you and your goals and establish your priorities. We can answer any questions you may have about the firm or working with an advisor. This discovery meeting is all about you and understanding your financial situation.

Gathering Your Financial Pieces

We have created a unique Control Checklist, which helps us collect the information needed to create your financial plan. Some examples of information we gather include: Assets, Liabilities, Cash Flows, Estate Documents and various insurance policies such as Life, Long Term Care, and Auto/Home.


Together, we develop a plan that fits you. No two clients are alike, therefore no two plans are alike. We present your plan in an easy to understand way and answer any questions you might have.

Ongoing Support

We don’t just build a plan and then set it on a shelf to collect dust. We meet with our clients regularly and adjust their plans to fit their changing needs.

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