Our signature 6-step system gets you clear about three things: Where you are now, Where you want to be, and the exact steps required to close that gap.
STEP 1: CONNECT
Discuss your financial goals and demonstrate our unique approach.
STEP 2: ANALYZE
Gather data and review your current financial position.
STEP 3: OPTIMIZE
Identify and educate on areas that are creating wealth transfers. Wealth transfers can include taxes on compounding returns in a taxable account, term insurance premiums, interest on credit cards, auto loans, leases, declining tax deductions on prepaying mortgage principal, and future tax liabilities on earnings from contributions to qualified plans.
STEP 4: DESIGN
Learn how much to save, investment tradeoffs, and how to be tax efficient.
STEP 5: IMPLEMENT
Select financial solutions and complete required paperwork.
STEP 6: REVIEW
Provide ongoing financial updates and annual reviews.