Our Process

Discovery Phase

• Our initial meeting is a "question and answer" session where we get acquainted and determine if our working together is a good fit.  We will also review your goals and objectives, create a risk tolerance assessment and discuss expectations.

Strategy Phase

• This process is to develop various strategies to help accomplish your goals and objectives.  We will meet with you to discuss and present options and provide recommendations.

Design and Construction Phase

•  This process is the assembling of strategies and techniques to put a plan into action.

Review and Monitor Phase

•  Based on the service requested, we can provide ongoing management and oversight.  We will meet with you on a regular basis, review your progress, offer recommendations and if needed, make changes to your plan.