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Guiding You to Financial Independence

We want to help you plan and organize your future the best way possible. 

Our process will organize your finances to help you achieve your goals today and tomorrow. 

To help with this, we use:


The Living Balance Sheet ® and The Living Balance Sheet ® Logo are service marks of The Guardian Life Insurance Company of America ® (Guardian), New York, NY. © Copyright 2005-2019 Guardian


Our Process Includes

1. Philosophy

Are We A Good Fit?

  • Discussion about our Philosophy and how we work with our clients
  • Learn about your concerns and goals.
  • Determine if we are a good fit.
2. Data Gathering

High Level Data Gather

  • Take a look at where you are at today.
  • Understand how you got to where you are.
  • Identify areas of improvement.
3. Protection 

Identify Gaps In Income Protection

  • Insurance protection of income
  • Legal documents
  • Workplace benefits
4. Cash Flow Analysis

Identify Cash-Flow Concerns:

  • Tax inefficiencies
  • Savings rate
  • Where to put your money
5. Implement and Review

Check On Progress

  • Implement strategies
  • Ongoing updates
  • Choice of Quarterly, Semi-Annual or Annual Check Ups

To Learn More About Our Process, Click on the Videos Below: 


For Individuals

For Business Owners