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Our Process

The Playbook Pro Method

The Playbook Pro Method

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process called The Playbook Pro Method, which is supported by 6 Pillars of Financial Planning that integrates Financial planning with, Retirement Income planning, Tax planning strategies, Risk management/mitigation, Legacy planning, and value-added services for successful individuals, families, professionals, and business owners. 

The Playbook Pro Method is designed to continually adjust and monitor your critical life and financial events and is set to sync with your life as it unfolds and as your needs evolve.

The Playbook Pro Method allows us to focus on two essential details: What MATTERS and what we can CONTROL.



We never lose sight of the WHY! We maintain focus on what matters most to the families we serve. This is our Playbook Pro Method:

  1. Family
  2. Occupation
  3. Recreation
  4. Money

Family legacy, Occupational pursuits, and Recreational aspirations are the WHY in our Philosophy and direct each decision we make. The Money? Well, that is the HOW, and that is where we come in. We have a process to filter the noise and focus on what is important, to help you face the future with anticipation rather than apprehension.



There is so much that goes on in the world, the economy and the financial markets that is out of our control.  While we monitor these, we do not spend a lot of time worrying about those things. But no matter what happens on the field, there is a playbook - ready to prepare you for anything the
competition throws at you.

There are 3 essentials that allow us to remain focused on what we can control:

  1. Philosophy - Enables Clarity
  2. Planning - Provides Comfort
  3. Process - Inspires Confidence

Have you met Andy?

Andy has a wealth of experience in the financial services industry.

Meet Andy

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