Our Retirement & Investment Planning Process

Our six-step retirement and investment planning process forms the foundation for your unique strategy as you pursue your goals. Each step serves as an important building block toward the future you envision.

Our process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies designed to pursue your needs. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track toward pursuing your objectives.

1. Discover
   Meet with you to establish objectives and talk through any areas of concern.
   
2. Collect
   Gather all relevant financial information in order to inform the next steps.
3. Examine
   Assess your financial information as it relates to your short-term and long-term financial goals.
4. Create
   Develop a strategic plan based on your unique set of goals of objectives.
5. Apply
   Discuss the plan and provide recommendations for the next steps of implementation.
6. Maintain
   Develop a long-term relationship and continue to adjust your plan through life’s changes.