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Our Process

EMPOWERING FINANCIAL WELLNESS

A Personalized Approach to Your Unique Situation.

Step 1: Discovery Meeting

  • Discuss current life situation, values, dreams, and goals
  • Identify strengths, opportunities, and challenges to pursue these goals
  • Clarify WHO we are, WHAT we do, HOW we are paid
  • Determine if we are a good fit

Step 2: Strategy Session

  • Provide diligent review of current financial resources
  • Deliver clear recommendations and thoroughly defined action plan
  • Establish value and commitment

Step 3: Implement

  • Execute goal-oriented strategy
  • Allocate funds to agreed-upon investment strategies
  • Identify additional professionals as needed for advanced planning

Step 4: Advanced Planning

  • Health Care
  • Tax Planning
  • Estate Planning

Step 5: Effective Oversight

  • Consistent, periodic monitoring of progress and life changes
  • Review objectives and modify plan as often as needed to pursue goals
  • Provide performance reports, correspondence, and educational opportunities


Click here to learn more about why you should use a Personal Financial Specialist who is a CPA for your financing needs

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TAKE THE FIRST STEP. DISCOVER YOUR POTENTIAL.

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