The Process

We begin by pursuing two parallel activities. The first activity is a more conventional data gathering approach. We inventory your personal assets including your company benefit information.

We begin by pursuing two parallel activities. The first activity is a more conventional data gathering approach. We inventory your personal assets including your company benefit information. We administer a risk profile analysis to determine your tolerance for investment risk. We develop strategies consistent with your risk profile to make your wealth grow, and protect it from risk.

The second piece of our puzzle is understanding what is important to you about your wealth. This process is equally comprehensive and begins with your core beliefs and attitudes about money. Through a series of carefully guided exercises on money history, core values and beliefs we assist you in arriving at your “Life Intention”. A “Life Intention” is the principle that guides you and directs your life. It is the “why” of your existence that brings meaning and purpose to your everyday life. Once your “Life Intention” is uncovered everything else falls into place and you will find that you are able to achieve your financial goals with ease.