If we don't know where you are, we can't give you advice. It's really that simple.
1. Information Gathering
2. Advisor's Analysis
3. Discussion of Gathered Information
4. Action to Accomplish Goals
5. Ongoing Client Meetings (Quaterly)
Each step of our process involves time and commitment from each side. Our goal is to establish a baseline concerning your goals and achievements thus far, and then to create a plan that outlines the tasks needed to move forward successfully. When we outline an agreed upon course both client and advisor are held accountable to accomplish the goals outlined in the plan.