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Our Process

“An investment in knowledge pays the best interest.”

- Benjamin Franklin

1. Learning About You 

The first step is to know you, your needs, and goals. There may be many questions, but we will listen, discuss your concerns and establish priorities.

2. Fact-Finding

Next, we gather relevant information, your time horizon, risk tolerance, current savings, and strategies. We help define a framework to start organizing and bringing a semblance to a financial plan.

3. Strategizing

We work with you, data in hand, to strategize a feasible financial plan. Based on your needs, we will assess tax considerations, insurance coverage, assets and liabilities, cash flow, and budgets.

4. Developing and Implementing

With a clear picture of what you have and where you want to go, we design a plan to achieve that. A plan could be as simple as increasing your monthly savings, or as complex as involving tax or legal professionals for estate or business purposes. Our goal is to be proactive, informative, and your ally through it all. Your plan will match your needs, risks, and goals. Our commitment is to help you navigate and understand with ease every step of the way.

5. Reviewing

Life happens. Personal changes such as marriage, birth, divorce, or death occur. Markets fluctuate and tax laws change. A good financial plan accommodates and adjusts for all that accordingly. Our strength is to stay aligned with you as your needs evolve and to ensure that your financial plan shares that perspective, too.

“Saving is a great habit but without investing and tracking, it just sleeps.”

-Manoj Arora