Our Process


Discover: Every family's financial situation is unique. That's why we make it a priority to form honest and open relationships with our clients. The more we know about you and understand your goals, the better equipped we are to help you to achieve both your short and long term objectives.  The first step in simple - Let's get to know each other.

Analyze your needs: Once we mutually agree to how the relationship will move forward, we will work with you to identify and prioritze your objectives, evaluate current assets and liabilities, and analyze any current financial strategies in place. Part of this process is setting realistic benchmarks and timelines to keep your plan on track.  

Design a strategy: Based on our in-depth discussions and quantitative analysis, we will recommend next steps for each obective and specific financial strategies that can help you to achieve your goals. 

Integrate with your legal & tax plans: If you would like, we will also coordinate your financial strategy with your team of financial, tax and legal advisors* to ensure our strategy fits seemlessly into your overall financial plan.

Implement: After we have reviewed each strategy with you (and your advisors* as needed), we will implement a strategy that best fits your objectives and comfort level.

Monitor your progress: We will provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life evolves. We will be there for you to help keep your program on track.


*Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.