Our Process Our process begins with an initial meeting or discussion so we can establish and define the extent of our relationship. The next step is to gather all the important data pertaining to your financial situation and get a better feel for your dreams, aspirations, goals and objectives. After we have a good understanding as to what you have and what you want to accomplish, we will begin developing realistic strategies and then present these recommendations. Once we agree upon the recommendations that best fit your needs and goals, we will help you implement the strategy. Finally, we will monitor your financial situation and make appropriate adjustments along your journey.