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Our Process

Training Climbers to Climb

A Financial Advisor to Show the Way

Our financial planning 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

Phase 2 – Your Retirement Planning Needs

Once we have a firm grasp of what we’re working with, we can get to work understanding what you need, what you want, and what you wish to achieve. It is during this phase that we use your current resources to lay the groundwork and map out a trajectory to eventually attain your goals.

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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