Broker Check

Wealth Management Consultative Process

Our process is designed to be comfortable, consultative and systematic. Caring about you and what's most important to you is at the heart of our relationship. Involving a team of outside experts in fields that matter to your success adds to your confidence that you're getting comprehensive advice in all the areas that affect your finances. It all starts with a Discovery Meeting, and culminates in Regular Progress Meetings to monitor accomplishments and incorporate changes and adjustments over time.