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Our Process

Latitude tells you where you stand before you choose a course. Our process works the same way, five steps, in order, every time.

How We Work Together

Position first, then direction.

Every plan we build starts with your life, not a template. It moves through four stages, and the last one never really ends.

Step 1

Listen first.

The first meeting is yours. Your family, your goals, your concerns, and what you want the money to do. You talk, we take notes.

Step 2

Build the plan.

A personalized path covering income, investments, taxes, and estate, written in plain language. You should be able to explain it back to us; if you can’t, we keep working.

Step 3

Implement and adjust.

We put the plan into action and prepare every piece of paperwork, coordinating directly with your CPA and attorney so nothing depends on you chasing signatures.

Step 4

Help Stay on track.

Reviews happen on a set schedule, we strive to reach out before deadlines, and we can adjust when life changes. You should always hear from us first.

When your finances are in trusted hands, the rest of life gets your full attention.

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