Our Process

Susie offers a collaborative process to financial planning, retirement planning, investment management, and insurance. As an independent advisor with LPL Financial, Susie has access to independent research, state-of-the-art technology, innovative investment tools, and the exceptional support that allows her to devote her full attention to your needs and goals.

Meeting you where you are today, and taking you to where you want to be in the future - we believe in empowerment through guidance and collaboration with our clients. Through a five step process, our firm will work with you to manage, grow, and help preserve your wealth for today, tomorrow, and decades to come.

• Step One - Introduction: During our initial consultation, we will take the time to get to know who you are, where you are today, and what you hope to accomplish.

• Step Two - Defining Where You Would Like to Be: During this next step, we will consider your current financial picture, and determine your future needs and goals.

• Step Three - Setting Strategies to Pursue Your Goals: With what we learned, we will present strategies that will try to help you achieve them.

• Step Four - Strategizing & Implementation: After reviewing possible blueprints and products with you, our team will create a custom strategy tailored to your exact needs and help you implement it.

• Step Five - Monitoring & Review: As markets shift and life changes, we will adjust your plan to ensure that it remains aligned with your goals, and that your vision remains at its core.