Our Process

The Summit Process

A comprehensive planning process is crucial for creating a financial plan that considers your needs now, and that plans for the future in the most tax efficient manner possible. It is our goal to assist you in building a strong financial structure that will stand the test of time and grow with you and your family.

Initial Meeting

Our first meeting is really a “get to know” meeting. We’ll discuss your goals, and make sure we understand what you’re looking for. Do not feel obligated, but it would be helpful if you brought some, or all of the following information to the first meeting:


  • A brief summary of your assets (just a rough balance in bank accounts, as well as your last statement for all investment accounts)
  • A brief summary of your debts (it would be helpful if we had the balance, payment, and interest rate).
  • Any estate planning documents, including wills and trusts.
    Last year’s tax return.
  • Your declaration page for your Auto and Homeowners insurance.