Working with us

Understanding Your Personal Financial Situation

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Explore

We take the opportunity to listen to your story so that we can understand your life’s goals, dreams and concerns. During this step, we encourage you to speak freely and will get to know one another on a more personal level, which will lay the foundation of trust and expertise.

Envision

We will dig deeper into what you value most.  We want to know what your true priorities are and what you envision for your life.  We also want to know if certain goals have been postponed.  We will get into the financial details to get a sense of how far you are from living your dreams

Engineer

We integrate our expertise with the elements of your financial and life plan. When we engineer your plan, we are putting all the pieces together so you can see, step-by-step, the strategies we have incorporated that will successfully implement your vision and make it a reality.

Empower

The empower phase is the “living” phase of financial planning. With tax and legal changes, and new goals in your life, we constantly monitor the strategies in place and adjust to the ever-changing world we live in. As time goes by, we continuously review the progress you are making towards your best life. We want you to feel a sense of accomplishment and empowerment knowing you are on the right path