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Our Process

Our Team has developed and refined a process that puts all the pieces of the financial puzzle together. It helps those of our clients get to that work-optional lifestyle and assists in simplifying their financial lives.

Introducing the D3 Process


During our first meeting, we seek to capture essential information about you and your family. We help you pinpoint your values and expectations, and then relate those back to your personal and financial goals, as well as your ideal timeline. Once we’ve listened to your vision, we utilize our newfound clarity to initiate an appropriate course of action.


The bench strength of our firm truly shines as we begin to research and analyze the investment strategies and additional services your situation requires. As we uncover the pieces to your puzzle, the design stage can start to take shape. Multiple members of our team will collaborate on your comprehensive plan, ensuring they’ve considered both current priorities and future aspirations. This is a process that as your life unfolds, the plan evolves.


Our joint efforts come to fruition when we set your personalized financial plan in motion. By means of constant communication and a highly-skilled staff, we make transferring assets and modifying investments as quick and easy as possible. The result of these changes will directly reflect in your portfolio.

Keeping a watchful eye on your plan’s maturity and development, we track your progress throughout the year. Scheduled review meetings give us the chance to touch base on overall performance and market conditions. Should we learn your circumstances have changed, we respond with timely adjustments and, if necessary, return to the discovery phase.

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