Our process begins with a complimentary one hour "get acquainted" meeting. The purpose of our first meeting is to determine the potential effectiveness of our services in your case. Following this meeting, services will occur in four phases:

SITUATIONAL ANALYSIS: This phase consists of gathering information and documents to get a clear understanding of your present situation.

STRATEGY DEVELOPMENT: During this phase alternatives will be considered, analyzed and selected base on your goals and objectives.

IMPLEMENTATION: This phase consists of presenting recommendations and actions to implement our plan or advice.

PERIODIC REVIEW: This phase keeps your financial plan* on track with your goals and objectives and the influences of change due to revisions in tax law and economic conditions.

Often, the greatest single benefit a client perceives is an intangible one -- the sense of well-being which comes from knowing that ones financial affairs are clearly defined.