Broker Check

Our Process

Personalized Design Evaluation:

The first two steps of our process will determine if or to what extent we should work together. There is no cost, obligation or pressure for this second opinion of your previous planning.

Our Process:

1. Personal Introduction
  • Discuss your forward-looking vision, values, goals, & objectives
  • Review the level of planning that you have already completed
  • Introduce our services
2. Engagement Proposal
  • Communicate in writing your objectives & our observations
  • Review a written list of services & value we feel we can add
  • Quote your precise planning fee
3. Discovery
  • Refine your vision, values, goals, & objectives
  • Assess your investment expectations & insurance beliefs
  • Obtain copies of all statements, documents, etc.
4. "Rough Draft" Review
  • Review relavent design solutions
  • Discuss the pros & cons of each alternative
  • Model, project, & compare the selected combination of solutions
5. Final Plan & Implementation
  • Select & prioritize those strategies to be implemented
  • Coordinate the efforts of your other advisors, as necessary
  • Begin the implementation process
6. Value Realized Summary & Personal Introductions
  • Review the estimated value realized as a direct result of our working together
  • Identify & discuss who you feel could benefit from our services