Our Process


The Work Optional Formula™

image003Step #1: Discovery

Clarity of what’s important to you and your family.

  • Family well-being is your number one concern, we never lose sight of that priority.
  • We learn your goals, dreams, wants and needs for your family

image004Step #2: Action Plan

Step-by-step plan for achieving success.

  • Our clients strive to achieve financial independence by following our process.  We prioritize a to-do list with our clients for all of the items that need  attention in their financial lives. We have learned that in life, there are many things that are out of our control, and frankly, we don’t spend a lot of time worrying about them.  Instead, we focus on the set of your sail rather than the direction of the wind.

image005Step #3: Implementation

Commit to work together in your best interest.

  • Call it chemistry or fit.  Either way, it’s important that both of us are on the same page.  That our philosophy, planning, and process are a fit for you.  And you, your personality, your dreams and expectations are a fit for us and our client base.

image006Step #4: Service

Ongoing support as your life unfolds and needs evolve.

In the beginning, you may not need all of the steps in our process.  With our process in place, it will unfold over time, instead of creating a huge undertaking up front.  But we want you to know they are there to support you and your family.  Life changes.  We know this.  As it changes, we have a complete process to guide you through the important decisions of life as we create your family investment legacy together.