By your side to
keep you on course.
Our Compass System is a multi-step process
with a singular purpose: your best interest.
TO START
Intro Call –
See if we are a match for
your needs.
We Get To Know Your Financial Details
You provide statements, tax return, goals, priorities, etc.
MEETING 01
We discuss the details you uploaded,
get crystal clear on your goals/objectives,
and identify areas of threat/improvement.
ANALYSIS
We complete a full analysis of your
situation.
MEETING 02
We show you how to improve
your financial situation and reach
your goals.
DECISION
If you choose to work with us, we
will now implement the strategies
we developed/presented to you.
ONGOING GUIDANCE – Throughout the Year
Spring Meeting
We map the year ahead—around your goals.
Fall Meeting
Measure, adjust, and optimize before year-end.
Q1 – Tax Organization
Q2 – Tax Strategy
Q3 – Estate/Insurance
Q4 – Tax Harvesting
WE’RE HERE WHEN IT MATTERS – While our Spring and Fall meetings are carefully timed to deliver the most strategic value, real life doesn’t always follow a calendar. When the unexpected arises—retirement transitions, health, time-sensitive decisions, we’re here to meet.