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Working With Us

Building your foundation for financial success.

Building your foundation for financial success.

Just like financial success requires a solid foundation, so do our client relationships. That's why we built a five-step process with you at the center, establishing a relationship built on trust, not transactions.

Our five-step planning process is designed to not only create a cohesive, centralized financial plan, but to also make sure we understand your goals, challenges, priorities and dreams.

Our 5-Step Planning Process

Discover: We focus on listening to what is at your 'Kore' and that of your loved ones, including goals and concerns. We make sure we understand you while also gaining knowledge of your current financial situation and upcoming life events. Knowing where you are allows us to help you get where you want to be. 

Design: Once we have a solid foundation and understanding of your current situation and future aspirations, we use decades of experience and some of the best minds in the field to design a financial plan that is unique and customized to you. Our goal is to provide you with clear objectives and actionable steps, so you see not only what's possible but also how you can get there.

Present: We get back together to review your financial plan and discuss how it can help you pursue your goals. This collaborative process aims to instill confidence, answer any questions you may have, and make sure we are on the same page with a mutually agreed-upon action plan.

Implement: Once finalized, we will begin working with you to implement your plan and be with you every step of the way. We also provide tools to view your accounts, so your plan and current status are always at your fingertips.

Monitor: We monitor your plan's progress and will check in with you periodically to keep the lines of communication open. Changes in finances, laws, regulations, and policies are constant, but we keep track of all the factors so that your plan adapts to those changes as needed.


We welcome the opportunity to learn more about how we can serve you.

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