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How We Work

At the center of our process is our dedication to put you first.

We understand three things about our clients: they live in a time starved environment, they are overwhelmed with information and they desire excellent personal service. Our Five Star Process is designed to address these three major concerns.

The Five Star Process

Meet & Greet

We want lifelong relationships. Our first meeting is simply to determine if you would like to work with us and we would like to work with you.

Questions & Answers

Finding out what’s important to you through our data gathering process.


Our team of professionals will develop a strategic game plan to meet your specific goals and needs.


Discuss game plan and set your financial course.


We will monitor your progress for your generation and the next.