Our Process

Our Personalized Approach To Client Relationships

We believe in taking a personal approach to client relationships. We’re managing more than just your money, we’re helping you manage your goals and achieve your dreams.

Our team understands that your needs are always changing. The things you focused on at age 25 will be pretty different from what you prioritize at 75. You need a process that can grow with you.

That’s why we developed and refined a process called the Praxis Formula. This formula draws inspiration from the Ancient Greek philosopher Aristotle. He believed there were three basic activities of humans: Theoria, Poiesis, and Praxis. That translates roughly to thinking, planning, and doing. It’s a formula that has demonstrated success time and time again in many different contexts.

Here’s how we apply it to our financial planning:

The “Thinking” stage is when we get to know you, listening as you explain your values and goals.

Then we move to the “Making” stage, crafting a plan that will get you closer to your goals.

Last in the process is “Doing,” putting your plan into motion!

We then provide a checklist with an overview of all the different things we’ll cover together. This is a highly useful tool because you can refer back to it as your life and goals evolve.

Think of it as a pilot’s pre-flight checklist. Whether it’s their 1st or 500th flight, you want to know your pilot has gone through all of those checklist items before takeoff. It’s the same concept for us. We take your financial journey seriously and we work with you to help make sure it stays on track.

Our process grows with you and so does our team. Every time you check in with us, we discover new information and come up with strategies to help your money work for you.

Financial planning can sometimes seem overwhelming, but you’re not alone. We’re here to guide you through the whole process and make sure you’re set up for success.

Your Financial Journey

As your plan unfolds and your needs change, the formula continues to work for you. You can’t outgrow our process, only grow into it. We’ll also provide you with a checklist that makes it easy to keep track of your progress. It’s a great tool that also adapts as your financial journey evolves.

You deserve to feel confident about your finances. Give us a call and let’s get started, so we can help you compose and conduct the symphony of your life.

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