Our Process

Summer landscape of mountains and wildflowers


We give our time and care for each and every client. We conduct in-depth research and analysis to develop a financial plan that works toward your individual needs and goals. This first step is crucial in our planning process. Together, we will:

  • Discuss your short and long-term goals
  • Analyze your past, present, and future financial considerations, including retirement and estate plans, investment portfolios, and insurance needs
  • Model your financial situation on the data we gather and develop a plan that takes into account estate distribution, cash flow, tax efficiencies, and more


We gain an in-depth understanding of your needs and situation. We are able to identify coordination gaps in your plan and adjust accordingly. As part of our process, we:

  • Align your objectives and risk tolerance and craft plans with your unique situation at the forefront
  • Plan for the "what-ifs" of life and make sure we have plans to accommodate your changing future
  • Find creative solutions and plans for you and your family


Through our process, we find recommendations that are suitable for you, educate you on your options, and then implement your plan. As a team, we:

  • Build your plan based on your personalized recommendations
  • Ensure that your new plan addresses all of your financial needs and covers coordination gaps we may have found through our analysis
  • Schedule ongoing updates and reviews to make changes to your plan as circumstances evolve