Broker Check

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 only be accomplished by getting to know each other.

Creating A Plan 

We can begin to create a plan aligned with your goals once we gain an understanding of your unique situation 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.