Wealth Management

Real
Estate

Tax
Planning

Estate Planning

Retirement Planning

Insurance
Planning

Investment
Management

Growth Process

Step 1: Engage

Establish and define the client-advisor relationship.

Step 2: Collect

Gather client data, define goals and establish expectations.

Step 3: Analyze

Process and analyze information to determine financial needs.

Step 4: Design

Develop and present financial planning recommendations and/or alternatives.

Step 5: Implement

Implement the financial plan recommendations.

Step 6: Review

Updating life changes, goals, and regulatory requirements.