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Our Process

Interested in learning how we work people just like you? The process is explained here.

Step 1: Schedule

The first step in our relationship is scheduling a time to visit with one of our associates. To schedule an appointment please call 419-443-1304 or email service

Step 2: Discover

Getting to know you is our top priority. Through conversation we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. We will set clear expectations of how both of us will engage in this relationship, as well as fully explaining our services.

Step 3: Build

No matter what your goals may be it is our job to create a plan that fits you and your situation. We work with a wide scope of professionals to bring you the best product or service available. We present our recommendations to you in a simple manner that is easy to understand and lay out the necessary steps to implement. We mutually agree on a plan and complete the paperwork to finalize the process.

Step 4: Monitor

After your plan is implemented our relationship is not over. We continually monitor the progress of your financial plan to ensure it still fits your needs by meeting on a routine schedule. Your involvement in our relationship is crucial. We need you to inform us of any life changes so we can discuss how your new situation impacts your financial plan and any necessary adjustments to keep your plan on track.