Step 1: Coffee

Let's do Coffee first.  You wouldn't start a road trip with someone you don't know.  Meet with us for a short visit to share what you are looking for, hear about our services, and see if we can "travel" together.

Are we good "traveling" partners? Does our process align with your goals?

Step 2: Discovery

We love stories.  We want to hear yours.  For us Discovery is not just about your "numbers".  As your navigators, your advisors need to know where you have been to help you get where you want to go.

Share your financial journey.

Where have you been?

Where are you now?

Where do you want to be?

Step 3: Consultation

Choose from a custom-tailored list of financial strategies to map out your journey!

With your goals as our guide, we've been busy behind the scenes. Your navigation team has plotted several routes, all leading to your destination.  Today you're in the driver's seat. You choose the route!

Step 4: Action

Our team takes the chosen route and plugs it into your custom Goals.Priorities.Strategies. Together, we begin the journey. You drive. We'll navigate.

Hit the road.

You've got the wheel - we've got the 

navigation!

Stop wondering if you are headed in the right direction and start following your own custom G.P.S.

Whether you are looking to improve your current situation, recover from previous wrong turns or plan out the road ahead, your Solomon team is ready for the trip.  We will help you gain clarity around your finances by getting to know where you have come from, where you are now and where you want to be.  Everyone's financial destination is different and it is vital your navigators know where you want to be before they can help point you in the right direction. 

We know the road can be rough and there are plenty of unexpected obstacles around the bend.  Our Advisors will be ready to redirect as things come up, and encourage you as you go.  Our proven process ensures you and those you love all make it to your destination.