Our Process

Discovery Meeting

This meeting is all about you – your goals, dreams and priorities.


We diagnose your current situation and create a recommendation for moving forward in order to bridge the gap from where you are to where you want to be.

Investment Plan Meeting

We present our investment recommendations and collaborate with you to come up with a plan that gives you comfort.

Mutual Commitment Meeting

If appropriate, we meet again for our Mutual Commitment Meeting when we mutually decide to move forward after we have addressed any remaining issues or concerns. We then complete the required paperwork.

45 Day Follow-Up Meeting

We organize your investment account paperwork, review your investment portfolio and answer any questions you may have.

Professional Network

Without divulging your identity, we conduct a Professional Network meeting on your behalf with our team of carefully selected expert professionals, each with a high level of knowledge and skill in key financial areas. This is an integral part of our service and there is no extra charge to you. This is how we create your Advanced Plan.

Regular Progress Meetings

During our first Regular Progress Meeting, we present your Advanced Plan, a comprehensive evaluation of your entire range of financial needs with our suggestions. It is your priorities and desires that determine how we proceed moving forward. We recommend meeting at least every six months thereafter.