Broker Check

Our Three Step Investment Process

Listen

Listen

We begin by listening.


What's important to you?

What does money mean to you?

What's on your bucket list? 


We can't know how to manage your money without knowing what's important to you.


Build

Build

We build a plan.


After we've talked about your values, we'll put pen to paper, creating strategies that reduce your taxes, address financial gaps and confirm you're on track to spend with confidence.

Upkeep

Upkeep

We review.


Even with the best directions, you still have to check in to confirm you're on track. And life events can change things dramatically.


When we review your plan, we're always on the look out for needed adjustments. Prevention makes the best medicine.