Listen

Analyze

Clarify

Inform

Implement

Monitor

Our process begins with listening and learning about your goals, values, and unique

circumstances. We aim to uncover what a fulfilling life means to you and how we can help you

achieve it. Most importantly, we seek to understand the thoughts and motivations behind your

financial decisions, giving us deeper insight into your relationship with money. At the conclusion

of this meeting, you’ll receive access to MAX, your personalized financial website, where

we’ll begin crafting a strategy tailored to your vision.

Leveraging our expertise in accounting, finance, and taxation, we structure your finances to

highlight your strengths and address any vulnerabilities. We thoroughly assess your financial

landscape and identify the precise action steps needed to help you achieve the goals you've

shared with us.

In this stage, we confirm your goals, values, and unique life circumstances to ensure complete

alignment. This step helps us verify that we fully understand your vision and priorities. Next, we

clearly outline our responsibilities, providing you with the guidance and information needed to

make confident, well-informed financial decisions.

Once our analysis is complete—which typically takes a few weeks—we'll schedule a series of

meetings to review your current financial position in relation to your stated goals. During these

sessions, we’ll highlight key insights and discuss specific action steps designed to increase the

likelihood of achieving your objectives.

After thoroughly understanding your situation, you’re now ready to put your personalized

recommendations into action. We'll work alongside you to navigate any challenges that arise,

ensuring your plan is implemented smoothly and effectively.

Because your life is dynamic and always changing, your financial plan will need to change too.

We use MAX to monitor your progress discussing with you annually, semiannually or quarterly

based on your needs. This helps you remain on track and adapt your plan to overcome new

challenges as they arise so you can confidently pursue your goals and live a fulfilling life.