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Our Process

We start by organizing people lives and provide a snapshot of where they are (Betavest Video) and we listen to people and ask questions to discern people’s unique goals and dreams.  After this discovery process, we develop a roadmap partnering with people to help them reach their goals and dreams keeping them accountable for their actions.  We develop  short term, medium term, and long term goals  as well as strategies to minimize taxes.  We help to facilitate better decision making on all aspects of our clients financial lives by providing objective advice and educating our clients on what is needed for sound decision making.  We also try to be proactive by utilizing tools to determine peoples potential risk of loss before they lose their nest egg (Riskalyze) and to anticipate major life transitions such as marriage, divorce, disability, death, lawsuits, job change, education  and retirement. 

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