Our Services

Initial Meeting, Discovery, Design, Recommend, Implement, and Plan Summary as steps on the wheel of Client Service



We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.

  1. Initial Meeting: Review your individual situation; discover your concerns and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.

  2. Discovery: As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

  3. Design: With your vision clear in mind, we can next design a strategy to help you achieve your goals.

  4. Recommend: Based on our conversation and analysis, we can recommend some insurance and financial products that can help you achieve your objectives and protect human capital risks.

  5. Implement: Implement your plan and coordinate your financial activities. We can also collaborate with your circle of advisors.

  6. Plan Summary: We will then monitor progress and provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.