Our Process We create strategies that are tailored to your needs and goals. We give our clients choices and serve as a fiduciary.We start with "Discovery" of your needs, wants, and desires. We establish your "Goal & Priorities", understanding that people and circumstances may change over time. We focus on a "Plan" for you and your investments under our care. We "Implement" what we believe will serve your interests first and agree upon. We "Review and Monitor" your accounts and maintain a working relationship with you and your family.