top of page

Your Financial Journey

Step 1: Coffee

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


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.

Share your financial journey.

Where have you been?

Where are you now?

Where do you want to be?


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.

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 drivers seat. You choose the route!

Step 4: Action

Hit the road!

You've got the wheel - we've got the 



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.

Start your Journey

It's about the journey and the destination!

Start your Solomon Journey Today!

bottom of page