Our Process

Our process is systematic, yet highly personalized to your needs.

We start by meeting with you in person, preferably, and talking about what is most important to you, what you are trying to accomplish, and the timeline in which you expect to reach your goals.

After a thorough discovery process, we will gather all the data we need to in order to make a sound recommendation that takes into account your complete financial picture.

Should you choose to implement the solutions we propose, we will take leadership of coordinating your team – consisting of the legal, accounting, business valuation and other advisors who counsel you, so that everyone is working in concert for your benefit. If you need a team, we can help you assemble one.

Over time, things will change. We will provide monitoring, periodic updates, and reviews. We will also keep your advisory team apprised of the changes in your situation.