Our Process

Open Meeting 

At our first meeting we get to know each other, you learn first hand what we do that makes us stand above other Financial Advisors, and our relationship starts to grow.

Discovery Meeting 

At our second meeting, you will begin to see your financial life with a completely different perspective as we discover what you have and what you may be missing by using a very powerful and unique simulator.

Future Meetings

At these meetings, we examine specific aspects of your financial life and by using the simulator we can see a version of your future and the benefits of a decision before you actually make the decision. And then we begin to implement strategies specific to you.