1

Discover & Determine

• Review your goals, objectives, priorities, and current financial situation to clearly understand where you are now and where you want to go.

• Use that information to determine exactly what you need and what it will cost.

• Review our process and services with you so we can both determine if we’re a good fit for each other.

2

Assess & Organize

• Examine all the details once you decide to move forward.

• Assess your cash flow and tax implications, analyze risks, and generally organize your financial world.

• Help you gain a clearer understanding of your net worth and create a comprehensive plan to help you accomplish your goals.

3

Deliver & Review

• Review all our recommendations with you and ensure you feel comfortable moving forward.

• Finalize your plan and begin working on the steps to implement it. 

• Optimize your cash flow, ensure your investments are in line with your risk profile, and provide solutions for any gaps in your current strategies.

4

Serve & Support

• Continue to help you implement the tax and wealth management strategies we discussed in step 3.

• Offer ongoing advice and education and communicate regularly to ensure you have the support you need in every season.

• Review and adjust your plan as needed to suit the fluid nature of your life.