Our Process

In the world of complexity, our strength is in our process.

1. We will establish and define our relationship and how best to serve you. We will explain our commitment and define our responsibility along with your assistance. We will explain how we are compensated and by whom. Our goal is to earn your trust and to build a long term relationship.

2. We will learn about your goals and expectations. We will gather information before providing advice. 

3. We will analyze and evaluate your financial status in order to determine what must be done to pursue your goals. This may include looking at your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

4. We will present our recommendations and/or alternatives. We will review the recommendations to allow you to make informed decisions. We will listen to any concerns and revise recommendations as appropriate.

5. We will implement our recommendations per your agreement. We will also coordinate the process with you and other professionals such as your attorney or tax advisor if needed.

6. We will monitor the recommendations and remain committed in serving you and make any adjustments if needed. We will communicate to your expectation. 

We are like your personal CFO and believe our success has been built on well-informed clients making better decisions. We look forward in serving you.