Our Process

We help you gather all important documentation and data seamlessly.

We clearly organize your information and preform a comprehensive review of your current income, future income expectations, assets, overall risk and tax efficiency.

We begin to develop a written plan that addresses positive, negative, and neutral aspects of your financial situation and formulate recommendations for implementation.

We review the plan with you in detail identifying the issues most valuable to you. We will address any questions, concerns and financial impacts of potential decisions and discuss alternative scenarios.

We will implement your plan, monitor, and review it with you at scheduled review meetings allowing us to adjust for changes in your circumstances and desired future outcomes.

Our Process

We’d love to talk with you.

CALL US TODAY AT (407) 599-2300 to start a conversation.  Or, If you prefer, click the “Book Now” button below to easily schedule your complimentary 90-minute initial consultation to sit down with our Founder, Danny Gay, AIF®, or Co-Founder, Josh Rose, AIF®.  We have offices in Winter Park, Sarasota, and Jacksonville (or we are happy to speak with you by phone or video conference).

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