Broker Check

Our Process

Our Process
Our History

1. The Discovery Meeting

Understanding Financial Junk Drawer, the Rules of the Game and Money is not Math, Math is not Money provides you with a new paradigm to constantly view your financial world.

2. Identifying Your Situation

1) No Data 2) Partial Data 3) Full Data       
We can proceed together in a variety of ways. The more data you choose to provide, the more precise and relevant our work is likely to be.

3. Visualizing Your Model

Using your "financial game board," you can see and understand how your income, assets, liabilities and insurance may be optimally positioned, coordinated and integrated.

4. Implementing Your Plan

Having identified opportunities or problems, you will decide which actions you want to make in seeking to improve your financial position.

5. Achieving Financial Success

By simultaneously increasing the efficient and effective use of your money, implementing any desired action items and participating in periodic reviews and updates, we seek to help you create greater financial opportunity.