Our Process:

Whether your needs are comprehensive or focused on a specific need or element of financial planning, we utilize a 5-step process that is designed to establish clear financial objectives that facilitate your goals:

Explore:

Understanding you – your goals, needs and values, and determining whether or not there’s a good fit with our practice.

Engage:

In-depth discovery process designed to help you move towards financial fulfillment, while clearly outlining the parameters for a successful client-planner engagement.

Envision:

Helping you look towards your financial future with peace of mind – prioritizing goals and dreaming big!

Enlighten:

Identifying financial strategies to address your goals; mindful of your values and background, presented clearly and transparently.

Empower:

Now that we’ve created the road map for your financial future, through vigilance, monitoring and adjustments, we help you keep your plan on track.