Our Process

As a CERTIFIED FINANCIAL PLANNER™  professional and a Master Planner Advanced StudiesSM  professional, Greg adheres to the financial planning process:

  1. Establish and define the relationship with the client
  2. Gather client data
  3. Analyzing and evaluating the client’s financial status
  4. Developing and presenting financial planning recommendations
  5. Implementing the financial planning recommendations
  6. Monitoring and adjusting


This process provides a frame work for the professional practice of financial planning and helps ensure the client of thorough, comprehensive and ethical treatment for the assessment of financial solutions.