How We Do It


Step 1:  Let’s first see if we are a good fit for each other Come on in and meet Shelley and her team, let’s chat. If we’re a good fit for you and you’re a good fit for us … we start to walk you through our process.

Step 2:  Create Your Lifestyle Map Shelley will begin by asking many questions and gathering all kinds of information from you … then comes the hard part – you will have homework to do, but we make it as simple and easy as possible, just gather your documents, we will do the rest.

Step 3:  Review your Lifestyle Map and Design an Action Plan We will take the time to help educate you and provide solid recommendations that are driven by advice, not products. We have no sales targets to meet, we want what’s best for you.