Your goals and objectives
made clear through our process.

“It’s not the will to win that matters – everyone has that. It’s the will to prepare to win that matters.”
– Paul “Bear” Bryant


The personalized financial plan we will assemble for you will serve as a systematic guide for pursuing your goals. The process we will use to assemble it provides us with an orderly way to assess your situation and fully identify your goals so we may select strategies best suited to addressing your needs. Here are the basic steps that outline the process we use in building your financial plan.

Client input

We will meet with you to learn your personal goals, family needs, current financial situation, investment experience and desired level of risk. Your input will help us understand your goals and unique financial needs, while working and in your retirement.

Design written personalized plan

Because you are unique, our team will use the information gathered in the client input phase to build the written personalized plan that will help move you and your family toward your goals and objectives. We will work closely with your other professional advisors, such as your CPA and attorney, during this phase of our process.

Implement management of the plan

Once approved by you, your plan is placed into action using tested strategies that will set the course for implementing your plan over the span of your time frame.

Monitor plan

We will conduct semiannual reviews with you to monitor your plan’s progress. Through these periodic reviews, we’ll look at strategy performance, make adjustments, and fine-tune your plan as needed in regard to economic conditions, your lifestyle changes, or any unforeseen circumstances that may arise along the way.