How We Work

We don’t have a buttoned-up, six-step process for creating your financial plan. Instead, we sit down with you and have a conversation.

Are you looking to supplement your current income or make a plan for funding your retirement? What are your goals and dreams, in the short term and the long term? Do you have any debt, and if so how can we help you manage it? What kind of legacy would you like to leave?

We take some time to think about your situation, then come back to you for another conversation — this time with ideas on what’s right about your current strategy, what we can improve and how we propose to help you meet your goals.

Once we’re agreed, we put the plan in writing for your review and then implement it. From there, it’s an ongoing conversation that lasts a lifetime.