Our Company

Our Process

The Powered by Planning® Process serves as the foundation for our relationship.

We designed the Powered by Planning® process

to be a lifelong relationship founded on our indispensable core values:

Providing trusted, objective advice that seeks to protect our clients first and foremost
Upholding excellence as the standard of service
Fostering caring relationships
1. Initial Planning Meeting
2. Plan Review Meeting
3. Periodic Follow-Up
4. Check-Up Meeting

Initial Planning Meeting

This is the initial discovery meeting where we'll focus on getting to know you better so we can build a plan that meets your specific needs. We'll discuss your current situation, your goals, and gather any necessary data to help us build a plan, which we'll review during our next meeting.


Plan Review Meeting

Our second get-together involves a discussion of your detailed plan and investment strategy. We review what your your current financial picture looks like, analyze your financial strengths and weaknesses, and focus on where your priorities lie. Then, we take a look at the financial plan we have custom-designed for you by taking into consideration your individual needs and objectives.


Periodic Follow-Up

Once our first two meetings are completed and we know we are on the same page, we communicate with you throughout the year, and we are always a quick phone call or email away if you have any questions. Our proactive portfolio management assures that your plan stays on track.


Check-Up Meeting

Life events happen and priorities can change. Markets will rise and fall. Our check-up meeting involves a thorough review of your plan and portfolio to make sure you are progressing toward the financial goals that matter most to you.

Want to learn more about our process?

Give us a call at 800-492-1107 today

Schedule a Complimentary Call to Review Your Plan