Our Process The first step is to identify and help you establish your financial goals. We then gather financial data which we process and analyze. Next we present and explain our recommendations and help you implement these financial strategies. Finally, we continually monitor your portfolio(s) and overall financial situation and make changes when necessary. You should plan on meeting with us on a regular basis either by phone or in person, depending on your circumstances and of course, we welcome all phone calls any time you have questions.