Our Process

We serve a wide array of clients, including women in transition, engineers, and those preparing for milestones in their life. In order to sufficiently serve these markets with the individualized attention they deserve, we have established an in-depth process to gather all the necessary information.

Before making recommendations, we get to know our clients and their families and listen to their needs and goals. We act as their advisor, friend, and trusted resource by taking a deep dive into their situations. Our streamlined process involves three key steps:

  1. Get to know you - This step is crucial because it allows us to discuss your goals, concerns, risk tolerance, and comfort level. From this information, we are able to take a holistic view of your entire financial situation and consider all facets of your financial aspirations.
  2. Create a plan - Our recommendations are always in the best interest of our clients, and we take into consideration your short and long-term goals. Our formal plans help you bridge the gap between today and tomorrow.
  3. Regularly review - We believe that constant communication is crucial to the success of a client’s plan, which is why we always measure your progress toward your goals and make changes when necessary. Our regular meetings and reviews allows us to work as a team toward your objectives.

We are committed to building long-term relationships with our clients and their families. We collaborate with them as they prepare for their family’s financial landmarks. When we interact with clients, it’s not merely transactional; it’s personal.

Contact us today to learn more.