Our Process

It is critical that we get to know you as the unique individual that you are. This is why we employ a variety of practices to be the best listeners we can be. We will ask you thoughtful questions about your current situation and your goals so we can determine where you are on your wealth creation journey. Our process is all about managing your strategy, so whether you are near or in retirement, or just starting to invest, we can help. We want to make sure that we are a good fit to help you pursue your goals, and it all starts with a complimentary conversation.

Next, we will gather the information we need for the financial planning process. This will likely include account statements, a household budget, loan statements, employer benefits information, insurance policies, and more. Our team will conduct a comprehensive review of your assets and liabilities and analyze where you are in relation to your goals.

Our team is Sirius-ly passionate about planning. We will combine insights from our personalized consultation with the data you provide to us to synthesize a written financial plan that includes our observations and recommended actions. The plan will be presented to you in a meeting where we tell you a story- the story of your financial reality and future trajectory! Our customized recommendations will help to ensure you get on track, and stay on track for the things that matter most. We will guide you through the implementation of the planning recommendations from start to finish.

Life happens and things change! We will continuously review your goals and your strategy so our skilled team can identify when we need to make updates to your financial plan. Whether we are pivoting due to a change in the economic landscape or a change in your preferences or situation, our team is ready to help you adapt and optimize.