Our Process Getting To Know You We will determine if we can help, you will determine if you want our help. This first step of our process can not be accomplished without getting to know each other. Creating A Plan We can begin to create a plan once we gain an understanding of your financial picture, and have a risk discussion. Explanation Of Fees Or Commissions We offer commissioned based brokerage services and fee based advisory services. Your money, your choice. Monitor, Review and Update Whether we are working towards a shorter term goal like paying down debt or a longer term goal like saving for retirement, it is important that we consistently monitor, review and update when needed.