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Our Process

A successful financial life isn't an accident.  Its the result of diligent planning, properly executed and continuously monitored and adjusted as life unfolds. The process by which we do this is called the DRIVE formula.  Our proprietary process is designed to elevate our clients' financial lives and create a successful, repeatable, and dependable client experience that brings confidence and clarity to the financial decisions our clients face.

The DRIVE formula is: 

  • Disciplined Investing
  • Risk Management
  • Income Tax Management
  • Values-Matched Planning
  • Estate Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.