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Our Planning Process

Our Planning Process Graphic

Phase I: Who Do You Love And What Do You Want To Accomplish?

Before we address your wealth, we want to learn about you. We’ll spend time discovering who you love, what you want to accomplish, your priorities, and what you want to protect. We’ll talk about your greatest hopes, fears, and dreams so we can identify ways to enhance your life through comprehensive wealth management.

Phase II: What Are You Missing?

Phase II is where we dive into the details—we review your specific financial situation, look for new opportunities, and leave no stone unturned as we evaluate your progress and determine how we can help. From there, we’ll create and implement a plan using our proprietary process to help you tie up loose ends, maximize your success, and get more out of life.

Phase III: What Are You Waiting For?

In phase III, we’ve addressed your deepest concerns and your greatest desires are within reach—all that’s left now is to enjoy the life you’ve created. As a multi-generational firm, we’ll be by your side through every season of life, giving you peace of mind that you have a partner in your corner making sure you and your family stay on track.