Our Process

Steps to Our SMART Money Process

The 1, 2, 3 Plan for SMART Money Planning

1 - Audit Current Strategy/Portfolio

2 - Develop a Strategy/Portfolio to Help You Reach Your Goals

3 - Manage Strategy/Portfolio Using Our SMART Money Process

The S.M.A.R.T. Money Process

S - Select Investment Vehicles and Products

M - Monitor Results with Goals in Mind

A - Analyze Investments and Insurance

R - Reposition Assets When Necessary

T - Tax Harvesting