Your

Experience

BUILD a financial foundation

We focus on what is next for your financial situation and continually look for additional opportunities to improve your overall wealth. We communicate each step along the way.

PLAN for the future

You get the detailed attention from two advisors that can be with you for the long run. In addition, our business structure is set up to maximize client privacy.

COLLABORATE for success

Our experience in blending investment analysis and comprehensive wealth planning into one cohesive strategy. This is compounded by our attention to detail ingrained in us from our accounting/engineering backgrounds.

our process

  • 1

    INTRODUCTORY CALL/EMAIL

    Like every relationship, it begins with an introduction. We understand it can be difficult to take the first step in making a change. This is why we offer a no-commitment first meeting to explore whether or not we are a fit.

  • 2

    DISCOVERY MEETING

    Our first meeting together is solely focused on you. We answer your pressing questions and understand your financial needs.  We spend 60 minutes listening and learning about how we can use our expertise to help.

  • 3

    create a financial roadmap

    Within one week after our discovery meeting, we provide you a comprehensive financial roadmap for success.   This document is a 5-7 page custom plan with exact recommendations for you.  

  • 4

    review recommendations

    After you have had time to review the plan, we meet in person to review all recommendations and answer all of your questions.   If it mutually makes sense to move forward, we begin the short paperwork process for you to work with us.