Our Process

We spend time with our clients at the initial meeting to fully understand where they are and where they want to go. It’s the first step to be able to create a plan.

Discovery Meeting

We’ll ask you a few basic questions to get the conversation started:

  • What do you want to accomplish in life?
  • Do you have any particular financial goals you’re already working towards?
  • What financial issues may be specific to your personal situation?

Plan Development

As a team, we review our discussions from the discovery meeting with you, asses what levels of support you may need in different areas of your financial picture, and then create a recommended plan to fill that need.

Recommendations Meeting

We meet again to go over the results of our discovery and our plan development. We present our recommendations, answer any questions you may have, and start discussing the next steps in the strategy.

Ongoing Progress Updates

We believe in connecting regularly with our clients. Along with the 1-2 financial review meetings we’ll conduct annually, you’ll also receive regular market up emails to keep you current on what’s happening in the market.

Strategic Partnerships

Our process also includes working with additional professionals that can further enhance the services we bring to you.

Estate Attorneys:


Pat Mazorol

Chris Stanton

Tax professionals:


John Swon

Chris Wittich