Process

Our mission is to help you, your family, or your business create a financial GPS that will help you get to the place in life you want to be.   We'll set a course for your personal priorities while building a strong financial foundation to help you weather life's unexpected storms.   With a focus on tax diversivication, we implement strategies to help you keep more of what you saved.  

Our three-step process has been refined over the years to take the guess work and stress out of identifying your financial priorities and creating growth opportunities for retirement.   Here's how we help our clients create their own Grandview!

Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

Step 3: All the best preperations in the world isn't helpful unless you put in your strategy in place!   We'll identify financial products and insurance that can help meet the specific objectives outlined above. If you like, we'll even consult with your tax, and legal advisors to make sure all our efforts are coordinated.

We'll provide ongoing service as your needs and situation change over time. We'll work with you over the years to help keep you on track with your changing needs.

We do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.