Our Process

The simplicity of our process is that it ensures we never lose sight of two essential elements to working towards financial independence.

These two elements are what matters to you and what we can control.


For many investors, the things that matter most are their

Family, Occupation, Recreation, and Money.


Since many things in life are out of our control, we focus on our

Philosophy, Planning, and Process.

What Matters To You

During conversations with our clients we talk about their Family, Occupation, Recreation, and Money.

The first three relate to why financial independence is important to them. The last item speaks to how we help get them there.

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>F</strong></span>amily


Family is a primary concern and what matters most.

We never lose sight of that

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>O</strong></span>ccupation


Your occupation, past or present, provides for you.

We never lose sight of that

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>R</strong></span>ecreation


Recreation are things you want to do or places to go.

We never lose sight of that

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>M</strong></span>oney


Money is how to accomplish the previous vital matters.

We never lose sight of that

What We Can Control

In life, there are many things that are out of our control and, frankly, we don't spend a lot of time worrying about them.

Instead, we focus on the set of your sail rather than the direction of the wind.

We help you position your sail by leveraging our Philosophy, Planning, and Process.

Our Philosophy

Our Philosophy

Our philosophy emphasizes panoramic wealth and risk management. Our role is stewardship not salesmanship.

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Our Planning

Our Planning

Our planning strategies address client's needs and brings clarity to their situation. We implement this with our process.

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Our Process

Our Process

Everything we do is driven by our process, set to sync with the client's future as their life and needs change.

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Onboarding Timeline - Our D3 Process

What we seek to accomplish in the first 45 days follows our D3 Process

The D3 Process ensure pieces of the puzzle are in place, understood and focused to address needs of the client, driven by what matters - their why.


Discovery gives us clarity

Initial Meeting

Schedule Date & Time

  • Learn about you and your values
  • Identify your priorities and concerns
  • Determine how we can add value
  • Communicate our process
  • Review levels of engagement and fees

Follow Up

7 Days After Initial Meeting

  • Determine risk tolerance
  • Gather data, documents, & statements
  • Analyze current investments
  • Develop roadmap for transition
  • Create Client WealthVision Portal
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Design gives us comfort

Financial Planning Meeting

14 Days After Initial Meeting

  • Presentation of recommendations
  • Decision to implement solutions
  • Sign documents as needed
  • Review Client WealthVision Portal
  • Roadmap review

Follow Up

20 Days After Initial Meeting

  • Implementation of strategies
  • Transfer existing assets
  • Execute agreed-upon strategy
  • Setup online access to accounts
  • Action plan for implementation
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Deploy gives us confidence

Implementation Meeting

45 Days After Initial Meeting

  • Overview of Investment Accounts
  • Discuss Ongoing Planning Schedule
  • Client WealthVision Portal Integrations
  • Review online resources
  • Organize paperwork


Review Process

  • Regular investment reviews
  • Monitor wealth management plan
  • Keep up with life changes and needs
  • Roadmap execution
  • Review statements as needed
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