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Our Process

"The only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do." - Steve Jobs

We believe in the value of good relationships. We view every client relationship as a partnership where our success is a result of your success. Process is a big part of ensuring a good professional relationship. It provides a map to each new step, sets expectations, and helps ensure that we do not miss anything.

Process helps provide us with a deliberate, active strategy unique to your goals, circumstances and resources. Instead of just looking in the rear-view mirror to plan for the road ahead, process incorporates what causes things to happen, and helps us plan for things that are unforeseen to the obvious. It helps us prepare for both stormy weather as well as opportunities.

Our process helps us to explore not just what we hope will happen on your financial journey, but rather how we expect to address your financial goals. We are able to explain "how" with causal mechanisms within our process by using "if-then" statements within your personally developed strategy that far surpasses the many anecdotes so typically offered within the industry.

Without process, we are at sea with only the horizon in all directions relying heavily on chance. Good, robust process helps us make good decisions together.