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Our Process

Finding the right solution for your personal or business needs requires that we pay special attention your unique situation. This is why Russ, Stephanie and Taylor take a needs-based approach to determine your risk management needs. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

  • Analyze. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.
  • Recommend. We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
  • Implement. If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
  • Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

We follow a thorough, consultative approach focused on developing and understanding your goals and values. This process uncovers your needs, concerns and creates a strategy for you to reach your goals. Together we create a long-term advisory relationship designed to regularly review and will adjust to your life events. This exploratory process is described in the diagram below:


*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.