Planning Process

Plan First - We strive to put your best interests, financial goals, life aspirations and passions first by strengthening and managing your total financial wellness using time-honored investment principles tailored to your values and unique needs.

We will request names and addresses of your accountant and attorney. If you do not have either of these professionals working for you, we will introduce you to an attorney and accountant within our strategic network.

Our ultimate goal is to work with you in determining your vision for your lifestyle and construct a road map for achieving it. This includes coordinating our efforts with your attorneys and accountant.