Our Process

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Our comprehensive and distinctive process when working with clients helps us establish a plan based on your personal goals and risk tolerance. 

We call this method of working together our WEALTH 360 process.

W: Our Why Meeting

First, we meet to establish what you hope to accomplish with your wealth. Do you want to give back to a charity you love? Travel the world? Spend more time with family? The “why” behind your plan is the most important part.

E: Evolution Meeting

Next, we discuss how you would like your finances to evolve both in the short term and the long term. We assess your current investment plan, determine any gaps and opportunities, and review your financial goals and objectives. 

A: Aggregation Meeting

To provide the highest level of service, we need an accurate picture of all your current assets and financial picture. We aggregate this information to fit the puzzle pieces together. 

L: Liberation Meeting

Next, we look at what properly managing your wealth can really do for you and the liberation it can lead to. Not to mention (and not to brag), we have sophisticated technology that allows us to better connect with you, track your progress, and forecast different scenarios that could impact your long-term plans.

T: Tactical Meeting

Now we implement your plan and outline your actual investment strategy. 

H: Holistic Meeting

We continue to meet with our clients to evaluate their financial plan and take a holistic approach to their financial well-being. 

We work with clients in 21 states and when you walk through our (virtual) doors, you will never face judgment, you will be valued, and you can take a big, deep breath knowing you can trust that your money and financial future are being stewarded with the utmost care.