Our Approach

A Certified Financial Planner's fiduciary responsibility is to follow a comprehensive seven-step process designed to result in the optimal plan for each individual client.  

Step 1: Understand your personal and financial circumstances  

Step 2: Identify and select goals

Step 3: Analyze your current course of action and potential alternative courses of action 

Step 4: Develop the financial planning recommendations

Step 5: Present the financial planning recommendations

Step 6: Implement the financial planning recommendations 

Step 7: Monitor progress and keep you updated