Our Process

We believe there is an optimal way to make financial decisions, a way to best position you to achieve your full financial potential. And if you're like most people, it is a process that the financial services industry has not yet offered you.

Most Planning Happens by Default, Not Design
As people build wealth, they look to more people for guidance. They tend to make financial decisions one at a time, without looking at the macro view. Then as financial institutions provide them products along the way, the structure of their financial lives grows organically, by default, not by design. They end up with a collection of investment accounts, insurance policies, and relationships that are not well coordinated, let alone support their life’s vision and purpose. We think this is doing things backwards.

Our Process Starts with You


Your Life

  • Desires
  • Vision
  • Purpose

Your Plan

  • Structure
  • Strategy
  • Efficiency

Your Team

  • Knowledge
  • Expertise
  • Execution


  • Protection
  • Savings
  • Investments