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Our Process

Training Climbers to Climb

A Financial Advisor to Show the Way

Our process begins with the Summit Pathway Discussion, which helps you really think about what you need, want, and hope to achieve. It's a combination of practical and aspirational thinking that seeks to uncover what we need to do to get you to where you want to be.

We will be your guide during every step of the way toward your financial summit, ensuring that you know precisely what is taking place throughout putting together your plan. As the saying goes, “To whom much is given, much is required.” Everyone should put serious thought into their future; let us assist you with yours.


Summit Pathway Discussion

The Summit Pathway Discussion is meant to give you a clearer picture, so we can develop a plan that will help you achieve all of your needs, wants, and wishes. Here are some examples of questions that will be asked during this discussion:

Phase 1 – Where You Are

We begin by taking an inventory of your current financial resources in order to better understand the first phase of your plan—where you are! The only way to move forward is to know exactly where you are starting from.

Phase 2 – Your Retirement Planning Needs

Phase 3 – Finalizing Goals and Details

Phase 4 – Putting Your Retirement Investments into Action

Phase 5 – Keeping Your Plan Effective into the Future


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