Working With Us

Our practice is driven by a defined and repeatable process that we have named 'The Dynamic Formula.' Our goal is not to be all things to all people, but rather all things to some people.

Step 1

We must first determine if we are the right fit for each other. We will meet for one hour to learn all about you and your financial needs, and we will tell you about our people, process, and philosophy.

No decisions will be made at this meeting. We will both take 48 hours to decide if your needs align with our expertise and our attitudes and personalities match up. This will help ensure a good fit, and a long, satisfying relationship for all parties.

Step 2

You will receive a phone call from us, to discuss if we both feel we’re the right fit for each other, or not, and if so, we will schedule our next meeting.

Step 3

We will meet to explore the intricacies of your personal financial situation, and make sure those are aligned with your financial and lifestyle goals.

Step 4

We will present a detailed plan that is personalized to fit your needs, as well as a Personal Financial Organizer.

From there, you can expect ongoing, consistent communication and adjustments, as your life unfolds and your needs evolve.