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Our Process

Every one of our clients is unique.
But our approach to each is the same.

We start by spending a significant amount of time at the start of our relationship getting to know you, understanding your circumstances, and helping you pinpoint your personal wealth goals. We then develop your plan and set it in motion. And we meet with you regularly to evaluate the results and adjust as your goals and life change.

While we may meet only a few times per year, know that we are working behind the scenes on your behalf all year. Along with those review meetings, investment monitoring and reporting, online access to your financial plan and investment accounts, and our regular newsletters and updates, we will help you focus on various aspects of your financial life throughout the year.

View Our Sample Client Service Calendar