Our Process

Our Process Revolves Around Your Needs

The number and variety of financial options seem to grow every day. We strive to help you make sense of these options so you can stay focused on pursuing your long-term goals. When you don’t know what your objectives are, we lend our insight to help determine them.

Like you, your financial needs are unique. We don’t presume to know them upon shaking your hand. We walk you through a process designed to help put you in control of your financial life and at peace moving forward.


SMRU #1620471

Step 1
Initial Meeting

View Details

Step 2

View Details

Step 3

View Details

Step 4

View Details

Step 5

View Details

Step 6

View Details

Step 7

View Details


Step 1: Initial Meeting

Establish and define the client relationship

Step 2: Discovery

Gather the client’s data including goals and objectives

Step 3: Analyze

Analyze and evaluate the client’s current situation

Step 4: Design

Develop a coordinated plan

Step 5: Recommend

Educate the client about implementation strategies

Step 6: Implement

Implement the recommendations

Step 7: Monitor

Monitor the plan and make adjustments as needed

Contact us today to start a conversation about your life goals.

Explore our Services


Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 28,363.66 +0.54%
OSX Oil Service Sector Index 34.49 -0.62%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.