Our Process

Start pursuing a work-optional lifestyle so you can focus on what's important.

Family: Your Number One

Family: Your Number One

Whether it is getting the last child through college or recognizing that you’ve “arrived” and need to discuss family legacy and succession, family is always the driving force and #1 on the why list on your financial journey.

Occupation: Your Work - Your Choice

Occupation: Your Work - Your Choice

Some of our clients have their retirement date written on the calendar and all efforts are working towards that goal. Some clients are already retired, so preserving lifestyle and mitigating risk are paramount. Still other clients tell us they’re not interested in retiring  from their “purpose in life” and so strive to achieve a “work optional lifestyle." Whatever your choice, we never lose sight of getting you there. This is #2 on your why list.

Recreation: Your Bucket List

Recreation: Your Bucket List

When all things and all people have been taken care of and your journey has been successful, we talk about you bucket list: The things you’ve been putting off until now. This is #3 on your why list! It’s time to enjoy the spoils of a journey and well lived life.

Money: How We Get There

Money: How We Get There

Money is certainly what we do at our firm and we take it very seriously. We are deeply committed to our clients around all things financial. What we understand and communicate to our clients is that money is never more than the vehicle or the how.

We want to focus on the why above the how because that’s what matters most in your individual journey to financial independence.

The Orchestrate FORMula

The Orchestrate FORMula

We are excited to serve you as you start to walk through our proprietary process. You'll join other clients of ours who have gained confidence in their plans and made steps to address whatever situation may arise. We celebrate all those who begin composing their financial life with us. 

By leveraging a deep background of financial study and planning experience, our goal is to guide you along your path to financial independence and turn your lifelong dreams and goals into actionable financial accomplishments.

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