How We Do It

All professionals start with a process.  They want to find out what you are trying to accomplish and apply their services to help you work towards your goals.  We incorporate the same three-step process used by the medical profession.  When you go to see a doctor for the first time, you go through a three-step process:

STEP 1 The Diagnostic Phase: Where the doctor reviews your past medical history, your current symptoms (and if they are really good), your future objectives for your overall health.

STEP 2 The Prognosis Phase: Where the doctor takes all of that information analyzes and/or researches your case and comes back with…

STEP 3 The Treatment Phase: A specific and appropriate form of treatment to address your unique medical needs and objectives.

Our team essentially uses the same three-step process:

• First we go through a deep discovery process here we look at your past financial history, current financial structure and future financial objectives.
• Next, we do a thorough and in-depth analysis and return with a written prognosis and comprehensive plan of attack.
• Then, and only then, can we offer specific treatment, i.e., written recommendations, necessary to help pursue your overall financial objectives.