1. Discover

• We gain a deep understanding of your most important goals, relationships, and deeply held values.
  
• We help you set goals in alignment with relationships and values that are most important to you.
• We gather relevant information and data.

2. Analyze

We analyze and evaluate your current financial status:
​
     - Investment portfolios
     - Insurance contracts 
     - Tax returns and legal documents (wills, trust documents, etc.)
     - Income, including equity compensation and other forms of cash and non-cash compensation
     - Debt
     - Available resources to fund your goals
     - Cash flow requirement to meet your goals
     - The value of your business
     - Other pertinent information and data

3. Recommend

• After we analyze and evaluate your current financial status, we develop and present recommendations.
• Our recommendations aim to help achieve your goals in alignment with values and relationships that are most important to you.

4. Implement

We help implement our recommendations.

5. Monitor

• We monitor your plan to make sure it's on track and give you a favorable chance to achieve your goals. 
• We make adjustments to your plan as things change in and around your life:

- Changes in life circumstances like a birth of a child, sale of a business, becoming an empty-nester, etc.
- Changes in investment and economic outlook
- Changes in the tax code, and other significant legislative changes
- Economic, market, geopolitical, and other changes that may be consequential to your plan

schedule a meeting