Our Process

We employ a highly organized process for becoming a client, establishing our relationship and serving you for the long term. It gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs.


  • Foundational meeting
  • Financial strategy action plan and statement
  • Planning meeting
  • Commitment meeting
  • Organizational meeting
  • Progress checks
  • Comprehensive review

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.