How We Work


Discovery

SHARI HOOPER, CSA®, BFA™

Analyze & Assess

Once we’ve got a handle on where you want to go, we dive deep into the nitty-gritty of your finances. We take a close look at everything from your investments to your insurance to paint a complete picture of where you stand financially. It’s all about setting the stage for a plan that can launch you toward your financial goals.

CHAD LEATHERWOOD, CFP®

Strategy Development

With a clear view of your financial landscape, we get down to business, piecing together a strategy that’s as unique as you are. This plan isn’t just a guide through the financial wilderness—it’s a living, breathing blueprint that evolves as your life does, designed to keep you on course no matter what.

JASON PRINT, CFP®

Implementation

When you’re ready, we’ll help you set the wheels in motion by putting those carefully laid plans into practice, always with an eye on nurturing and protecting your wealth. And we’re not going it alone—we’ll be coordinating with the best specialists to make sure every move made is the right one for you.

Review

We don’t just set your plan in motion and wave goodbye. One thing we know, the only constant is change. Your situation will change, the markets will change. We’re here for the long run, regularly checking in with you and tweaking things to make sure your financial plan keeps up with your life. It’s all part of our commitment to you and to keeping your financial story on the path to success.

CHAD A. WARRICK