Our Process

Because our firm is built on comprehensive financial planning, every client can benefit from our thorough 30,000 ft. view approach. We know that every client has unique needs and has come to us with specific ideas about what kind of help they feel they need. For that reason, we work with each client where they are, whether they are building from scratch, or in need of more advanced planning. Regardless of the depth of our work together, each client can find benefits from our comprehensive approach. Our goal throughout our process is to ensure that every dollar is being used in the most efficient and effective manner. We aim to accelerate every dollar so it can work for your benefit to accomplish multiple goals.

We understand that clear and concise communication is key to our working relationship. We offer a safe space for our clients to reflect, discover and design their ideal future, which ultimately forges a bond where trust is established and amplified. We ask the essential questions that enable us to accurately identify what is blocking results and then offer solutions to remove barriers, allowing for action. We consider our clients to be precious gems, each with unique needs or “facets”, that need individualized planning unique to their specific personal needs.