Our 4 Step Process

We build confidence

Relationship of Trust

Through a four-step process, we consider your needs and goals as well as a variety of financial information to create a customized wealth management strategy. This process is ongoing, in that we are always there to guide you and make necessary changes to your strategy as years go by.

Step 1: Initial Meeting

First, we will simply get to know you, your financial situation, and your needs. With our solid experience, knowledge, and dedication, you can be assured that we will understand your personal and professional goals, and translate them into customized solutions.

Step 2: Analysis

We will take your input and conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we leverage professionals who specialize in the areas of law, accounting, practice valuation, and organizational development. This allows us to find answers that are both effective and meaningful to you.

Step 3: Strategy Meeting

We understand that each individual is unique, and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future.

Step 4: Monitor & Review

Our relationship does not end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your financial needs and goals during your working years and into your retirement years. We pride ourselves on this commitment, and look forward to strengthening our relationship with you over time.