Personal Foundation Builder®

Watch this video to learn about our unique process, which is designed to enable you to achieve personal accomplishments with the tools and guidance our team offers.


  • The First Interview Experience®

    We gather information about you, your families, your current financial situation, and goals. We want to understand what is important to you and why. This helps us formulate your Personal Values Statement—a mission statement that speaks to why you make decisions and what you hold most important in life. This statement becomes the foundation for your continued success.

  • Financial Foundation Assessment®

    Next, we’ll develop your personal Financial Foundation Assessment®. This includes a review of your Personal Values Statement, goals, milestones, dangers, opportunities, and strengths to help create your planning strategy. At this point in our process, we agree to enter into a client/advisor relationship.

  • Personal Foundation Plan®

    We create a snapshot of your current reality and model what accomplishments are necessary to potentially achieve your ideal future. Our advisors present a financial plan, which illustrates assumptions and projections based on the data provided. The purpose of this plan is to deliver an easy-to-understand outline of how financial decisions are made.

  • The Financial Solutions Toolbox®

    Our advisors, in conjunction with our portfolio services team, will use our Financial Solutions Toolbox® to diversify your portfolio based on your risk tolerance. Your accounts are invested in several asset classes including, but not limited to, exchange traded funds (ETFs), annuities, alternative managed futures, private equity, real estate investment trusts, and mutual funds.

  • Milestone Review Method®

    Our advisors conduct a Milestone Review Meeting every 6-12 months, or as necessary, to review the accomplishments made for each milestone. As our relationship matures, the Milestone Review Method® allows us to make adjustments, celebrate achievements, and help you stay on track to meet your goals.