Let's get started

Our process is simple and straightforward:

  • To start we need to find out where you are now - please complete the following forms: 
  • We review your overall finances and risk tolerance, start organizing your finances, and see what it will take to help you work towards your goals.

  • In reviewing your finances we see where you are in the "Baby Steps" - do you have a 3 to 6 month emergency fund, are you currently investing at least 15% of your income for retirement, if you have children are you currently investing or planning on investing for their college, are you debt free but the home, etc.

  • Based on the information you provide us, we strive to provide an appropriate investment portfolio and suggest changes to your overall financial picture.  

  • We then keep an eye on your investment portfolio, stay updated on any changes in your situation and periodically re-examine your goals to see if you are on target.

We can meet with you in a face-to-face meeting or via phone and online so you can make the most of your day without ever having to leave your home or office. Technology also makes it very convenient to help our military and others who are in different states and countries.