Our Team

Ryan Peterson, CIM®, FCSI®
Dan Wilde, BMGT, CIM, CFP
Monique Atkins, BA, RRC, CHS
Mason Sheen, BMGT
Skylar Edmonds, BMGT

What our clients are saying...

How we work with our clients

Financial Planning Step 1


Understand Your Situation

The financial planning process by asking questions to get a clear picture of who a client is and what they want. The questions are qualitative and lead to a better understanding of the client's health, family relationships, values, earnings potential, risk tolerance, goals, needs, priorities, and current financial plan.

Financial Planning Step 2


Identify and Select Goals

Your advisor will use their financial expertise to help you set goals. They'll ask clarifying questions to help you identify those goals. Example questions would be: What is your time horizon? Which goals do you want to accomplish in five years, 10 years, 20 years, or 30 years? What is your risk tolerance? Are you willing to accept a higher risk to achieve your investment goals, or would you prefer a conservative portfolio?

Financial Planning Step 3


Analyze Current Action Plan

Next, we analyze a client's current action plan to see if things are moving in the right direction. If not, we will identify possible "course corrections" and explain the advantages and disadvantages of each option.

Financial Planning Step 4


Develop Recommendations

We select one or more recommendations that we believe will help you meet your goals. We evaluate each recommendation based on this criteria:

  • Assumptions made to develop recommendations
  • How recommendations meet client's goals
  • Integration with other aspects of a client's financial plan
  • The priority of the recommendation
  • Whether a recommendation can be implemented independently or needs to be implemented with other recommendations
Financial Planning Step 5


Implement the Recommendations

Implementing the recommendations means we are putting the plan to work for you. While this sound simple, for many people implementation is the most difficult step in achieving their financial goals. Even though the plan has been prepared, it usually takes desire and discipline to put everything into action. Some people worry about what happens if they fail. Sometimes inaction can grow into procrastination.

Financial Planning Step 6


Monitor Progress and Revise Plans

The process is called "financial planning" for a reason. Plans often evolve and change over time - just like life. Once a financial plan is created, it becomes a part of your personal history. Every financial plan needs to be monitored and tweaked from time to time to reflect present realities. Over time various life situations can change: marriage, children, career changes, and more.