Our Process

We use a proprietary process developed over 25 years to help you through the ages and stages of your life. It's called Purpose Driven Planning™ using our time tested methodologies we save time and money while attempting to achieve optimum results.

Our disciplined approach to gathering facts and information about you ensures that we learn what is most important in your life.

We believe every plan is driven by purpose. The purpose depends on what's important to you. We listen carefully to your plans and goals and then develop an intergrated plan that may help you achieve them.


  • 1.
  • 2.
    Clarification and
    Fact Finding Process
  • 3.
    Internal Analysis
  • 4.
    Plan Presentation
    and Implementation
  • 5.
    Wealth Plan

You define the role we serve in your financial life. Whether you need a comprehensive plan or just a helping hand, we can provide exactly the services you need.

What We Expect From You

  • Share information as it becomes available.
  • Notify us of substantial changes in your life.
  • Be available for account reviews.
  • Respond to calls or inquiries in a timely manner.