Our Process

Life happens. Goals change.

We work with physicians, dentists, business professionals and owners who come from diverse backgrounds and represent all walks of life. Although the decisions we make about our finances may be good at the time, we believe that life is dynamic and financial needs do in fact change.

Our commitment to you is to provide you with personalized financial solutions that take into account all aspects of your life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

Discover. Plan. Implement. Preserve.

What To Expect

01 Discover

Clearly define goals and objectives, while identifying potential road blocks.

02 Plan

Analyze and develop a plan for the expected and unexpected.

03 Implement

Implement a plan to obtain desired lifestyle and protect loved ones.

04 Preserve

Monitor plan performance and review options regularly.

Clarify Vision & Future

Financial Planning
Retirement Income
Estate Planning
Business Succession

Marriage/Divorce
Birth/Death
Leaving My Home
Career & Profession

Clarify My Mission
Give to Community
Volunteer My Time
Align Investments

BALANCE WORK & LIFE

Income Planning Expense/Budgeting
Social Security
Corporate Benefits

Vacation Home
Family Trips & Events
Hobbies & Leisure
Lease vs. Buy

Medicare/Supplemental
Long-Term Care
Care Concierge
Wellness & Nutrition

CREATE FINANCIAL COMFORT

Investment & Savings
Home & Assets
Automate
Aggregate

Tax-Loss Harvesting
Asset Location
Stock Options
Strategies

Insurance
Liquidity
Business Continuity
Corporate Structure

HELP & PROTECT FAMILY

Allowance & Savings
Loans & Gifting
Special Needs
Learning About Money

Long-Term Care
Eldercare Counseling
Medical & Housing

Savings & Investments
Pre-Paid Tuition
Student/Parent Loans Grants/Scholarships

BUILD A LEGACY

Wills & Trusts
Power of Attorney
Medical Directives
Protect Heirs

Designations
Special Needs
Trusts & Trustees Valuation/Projections

Planning Strategies
Tax-Advantaged Gifts
Low-Basis Assets