Our Process Our process is simple - designed to serve any client - regardless of Our process is simple - designed to serve any client - regardless of asset or income level. Step One: We meet with you to understand your current financial situation, along with your goals for the future. We listen, gain understanding, and start to strategize based on your best interests. Ultimately, we get to know you - not just your numbers. Step Two: After reviewing what we’ve learned from the initial meeting, we follow up with you to determine your best plan of action, customized to your specific needs and ambitions. From these two steps, we continue to keep future discussions and decisions simple so that you can feel confident in your choices and see your financial horizon clearly.