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Effective Financial Strategies
for Your Ideal Tomorrow

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Dedicated to positively impacting lives, lifestyles, and legacies

Our Process


The Personal Insight Meeting

During our initial meeting together, we want to make the time to get to know you and what questions you'd like to have answered.

Meeting Objectives

  • Determine client goals, priorities, and values
  • Determine if relationship is a good fit
  • Set the next meeting

Expected Duration

Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined

Discussion Topics


  • Explaining our process
  • Client Values Discussion
  • Describe the scope of our offerings
  • Discuss fees and compensation

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The Blue Printing Meeting

In this meeting we will collect all necessary information to allow us to match your strategy to your goals.

Meeting Objectives

  • Gather facts and goals to establish a comprehensive picture of the client's financial portfolio
  • Set the next meeting

Expected Duration

Meeting Length: 45-60 minutes
Time Until Next Meeting: 1 Week

Discussion Topics

  • Review values and goals conversation
  • Collect important financial and personal information
  • Complete Blueprinting Fact Finder

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Internal Analysis of Client Options

Before meeting again, our team will work together internally to conduct a thorough analysis of the various options available to you to pursue your goals.

Meeting Objectives

  • Create accurate financial models
  • Advisor prepares planning options for future collaborative discussions with client

Expected Duration

Meeting Length: 1 Week (Between client meetings)
Time Until Next Meeting: 1 Week

Discussion Topics

  • Meeting does not involve the client
  • Advisor works with Financial Planning Department of firm
  • Financial planning options created for client

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The Strategy Meeting

During the strategy meeting, we will review your goals and have a collaborative discussion regarding your cash flow strategies.

Meeting ObjectiveS

  • Collaborative discussion to determine which cash flow strategy will help the client to pursue their financial goals

Expected Duration

Meeting Length: 90 minutes
Time Until Next Meeting: 1 Week

Discussion Topics

  • Review values and goals conversation
  • Look at different options for financial goal planning
  • Both market and tax-based considerations
  • Evaluate different cash flow models to determine which would be the best suited strategy for the client

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The Solutions Meeting

Together, we will review and discuss our team's recommendations for your unique financial plan.

Meeting ObjectiveS

  • Review and discuss custom recommendations
  • Determine which investment strategy will ultimately be selected

Expected Duration

Meeting Length: 1 Hour
Time Until Next Meeting: Often combined

Discussion Topics

  • Review values and goals conversation
  • Review Financial Analysis
  • Discussion about which specific investment vehicles and risk management tools are best suited for the client's personal needs and goals
  • Compare different options to make a final decision

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The Implementation & Statement Reading Meeting

Once we are on the same page regarding your financial plan, we will begin the necessary work to implement the strategies we've outlined.

Meeting Objectives

  • Complete all applications
  • Value discussion
  • Establish accounts

Expected Duration

Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed

Discussion Topics

  • Review values and goals conversation
  • Discuss strategies and recommendations
  • Provide client with all documentation
  • Complete applications
  • Establish online access
  • Review first statement

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The "Standard of Care" Review Meetings

We will regularly monitor your plan's progress and meet to discuss any necessary updates to keep your strategy on track.

Meeting Objectives

  • Determine if plan is still meeting client's needs and goals
  • Implement any necessary adjustments

Expected Duration

Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed

Discussion Topics

  • Review values and goals conversation
  • Monitoring and review
  • Discuss further financial vehicles including insurance, wills, trusts, power of attorney, long-term care, estate planning, accumulation, and property and casualty

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Who We Serve

Client Case Studies


Case Study

Meet the Pre-Retirees, Jim & Jane

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Case Study

Meet the Retirees, 
Rob & Linda

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Case Study

Meet Business Owners,
Dennis & Susie

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Events

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9 Investment Pitfalls eBook

Common mistakes made by high-net-worth investors 

  1. Believing investing is a smooth ride
  2. Trying to time the market
  3. Taking too much risk
  4. Taking too little risk
  5. Making emotional investment decisions
  6. Failing to diversify
  7. Focusing more on returns than managing risk
  8. Ignoring the impact of taxes
  9. Avoiding professional advice

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