In this stage, we will discuss our philosophy and layout a roadmap to financial success. We will need to gather data in order to design a unique plan that fits your lifestyle and the life you wish to create. 

In this stage, we will design a protection strategy to help ensure a confident financial journey. Like checking tire pressure or engine oil before a long trip, this crucial step can be the difference between success and failure. 

In this stage, we examine the journey as a whole, not just a means to a destination. Proactively planning a route, deciding when and where to refuel, as well as when to rest, will help assure that your financial journey can be enjoyed every step of the way.