Getting You There.....the process

Getting You There is our unique investment process that is tailored around your financial goals and achieving them. Goals may be funding a comfortable retirement, buying a vacation house or endowing your favorite charity. Whatever the goal, we look to where you want to end up, and then design a detailed, systematic, and ongoing approach built around “Getting You There”.

1. Initial information received and entered into our Financial Snap-Shot System

With the information from the Snap-Shot we are able to ask more productive questions at our first meeting and learn all about you
After you become a client we regularly update the information and the plan

Using information gathered prior to and during our first meeting we get right to work using all of the tools necessary to create your Blueprint
Investment Blueprint lays out our goals and actions
Getting You There – we discuss this system and how it works