Our Process

Since our inception, the majority of our business has come to us through referrals. When a satisfied client sees a meaningful opportunity, we are introduced to family, friends or co-workers. Our first meeting starts with the assumption that our primary responsibility is to listen to a prospective client’s story to discover what is important about money to them.

The second session generally revolves around a dialog designed to expose a subject area in need of closer scrutiny. Frequently, we ask clients to read articles or books to reinforce our teaching and to enhance their understanding.

In the third session, we shift the focus to application and implementation options we prepare for our clients.

Concurrent with these three distinct stages, we prefer to meet with our client’s C.P.A. and estate planning attorney to ensure an integrated, efficient and tax-favorable plan. If a client does not have existing relationships with resource persons, we refer them to area resource persons.

Once a plan is crafted and implemented, we offer continuing education and hands on tutorials to ensure our clients know how to maximize their assets.

"Applying the financial principals that we have learned from Randall and Ron have allowed us to maximize our current assets to create additional wealth and secure our financial future."

- Rod W., Director of Finance, Snohomish, WA