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.

What We Do

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 financial needs.

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Market Watch

August 19, 2019 @ 09:42 AM

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Dow Jones Industrials 26,172.11 +1.11%
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S&P 500 ETF +0.4%  
OSX Oil Service Sector Index ETF +29.6%  

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