Our process is

relationship.

Step one: Discovery.

Discovering your ideal intentions as we explore some important questions: What is actually important to you? What do you want more of? Where are you now on your journey? It all begins with your highest intentions. Understanding you and what you really want is the first step. Clarity is invaluable!

Step two: Perspective.

What’s working and what isn’t? Your views on money, what money means to you, and ultimately, what it’s for in your life. In other words, what you believe drives your money decisions. We explore your perspectives, which gives you insight into how your financial affairs best fit into your life.

Step three: Collaborative Solutions.

Curate a financial path that supports what you want most in life. We have clearly identified areas of improvement and now we align them with your current stage in life. Our intention is to develop and deploy an ergonomically accurate wealth enhancement flight path as you travel through wealth accumulation, enhancement, preservation, and enjoyment. This is your life and your plan!

Step four: Mutual Commitment.

We bring it all together with clear pathways and recommendations. Now it is time to implement. Our role as a fiduciary advisor is to support your intentions, provide feedback, and bring our vast experience for your benefit. Your role is to remain fully engaged and make decisions. We have a strong Client Onboarding team that brings confidence, experience, and peace of mind.

Step five:
Nurture.

Our ongoing relationship and access to our professional network. Truly, the only constant is change. We work with you continuously to ensure that as life changes we adapt with it financially. We establish our cadence, and communication, staying connected throughout.

  • John and team have access to so many great investment options. John is very tax conscious when making investment decisions in a way to minimize future tax burden.

    Melissa M – Texas

  • John and I had many meetings before I signed on. In all cases he was able answer my questions and gave the confidence I needed.

    Steve T – California

  • I am thrilled to have found a business that can help us with our investments AND our trust. John and Rob are always accessible, helpful and patient. I only wish we had found them sooner!

    Pam B – California

  • As most retirees feel this is our most valuable investment that we feel needs to be taken with care and seriousness.

    Donna B – California

  • I was able to get detailed information and answers regarding a living trust will. It went so smoothly that I was able to complete other financial needs. John and Rob are amazing and are very knowledgeable!

    Sandra V – California

  • John's advice has been excellent in keeping my financial picture up-to-date and on point!

    Raphael R – Washington

  • Staff is amazing and John has been amazing in setting our investment so we can reach our financial goals.

    Dean A – California

  • The staff is wonderful and very helpful! I never have any worries about not understanding as they explain everything so it's easy to make decisions.

    Janelle D – Idaho

  • It was nice meeting with John and Rob. They are both great people and really know their stuff. They gave me some good advice, valuable connections and a lot to think about to improve my business and my future.

    Hoyt B – California

We believe that conversation leads to connection, which leads to collaboration.