Our Process Our process begins with a discovery meeting so that we can mutually decide if we are a good fit to work together.Going forward, the next step is the development of a comprehensive financial plan that addresses all areas of risk, liability, and solvency.This plan is designed to be understandable and actionable. The goal is for you to have a high degree of confidence in your big picture goals and the path to get you there."Can I afford to retire at my targeted age ?”“Will we still be able to afford to travel ?”“Am I saving enough ?”“How do I account for the impact of healthcare costs ?”“Am I invested in the right things ?”All of your questions and concerns are addressed in your plan.Once a plan has been agreed upon and you have complete confidence in your overall plan, we will then address specific areas of concern and will develop an investment plan, insurance plan , taxation strategy , etc. to support your overall goals.Finally, and importantly, we design a client service plan to suit your needs and preferences. We want to have contact with you at the frequency you desire and in the manner you prefer.