Our Process
1. Discovery & Clarity
We begin by listening—learning about your goals, values, and financial landscape.
• Understand your priorities and vision for the future
• Review income, assets, debt, and existing strategies
• Identify opportunities, concerns, and what success looks like for you
2. Strategy & Design
We build a comprehensive plan tailored to your unique situation and goals.
• Cash flow analysis and savings strategies
• Investment alignment and risk assessment
• Tax planning and income optimization
• Education, retirement, or legacy planning considerations
3. Implementation
We turn your plan into action with precision and care.
• Coordinate with CPAs, attorneys, or other professionals
• Set up investment accounts, insurance, and tools
• Adjust account structure and automate key steps
4. Ongoing Guidance
Life evolves—and so does your plan.
• Regular check-ins and plan updates
• Adjust for life events, market changes, or new goals
• Clear communication and accessible support at every step
Every client relationship begins with understanding your goals, your values, and your expectations. From there, we’ll explore the best way to work together—whether through comprehensive planning, ongoing wealth management, or focused strategic advice. Operating under a fiduciary standard of care, we are committed to placing your best interests first in every recommendation and decision. Our goal is to create a relationship that feels aligned, intentional, and built on trust—designed to support your needs at every stage.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.