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Our Process

Every person and organization is unique.  At the same time, a systematic approach yields the best results.  We’ve created a unique approach that works to answer the questions that are on your mind quickly, while creating and managing a comprehensive financial plan that’s easy to manage over the course of your lifetime.  We’ve also embraced our ability to align our interests with yours through asset management using evidence-based style of investment management, so we win when you win.  Our distinctive process also makes it easy to keep your plan up to date as you move toward your goals and discover new passions.

Rather than spending hours of your time working though topics that aren’t at the top of your list, we start with the specific reasons you’ve connected with us and begin the asset management process.  From there, we line out a roadmap with any other burning questions you want us to address.

When our relationship gets off the ground, we meet with most of our clients at least once each year and touch base once or twice each quarter to make sure we’re always on the same page and meeting your needs.  We’ll also use these annual rhythms to address new financial topics as they become relevant to you.

We’ve found this way of comprehensive planning to be cost-effective and time saving for our clients while producing the highest-level outcomes.  We’re excited to get started on your financial plan!


In most cases, build long term relationships with our clients in which we create and implement a dynamic, comprehensive financial plan that has the flexibility to enhance their lives throughout all of life’s transitions.  From there we manage our clients’ portfolios in an efficient financial architecture, coordinate and distribute their cashflow, create and implement charitable giving strategies, estate plans, and long term-tax strategies.  CoCreate Financial also provides succession planning assistance for small business owners and wide variety of other financial services to clients as they need them.  We’ll coordinate with a client’s other advisors to make sure these strategies are implemented efficiently and don’t conflict with other areas of your financial life.

As an independent Investment Adviser, we don’t have corporate interests guiding our investment selection.  We’ll create your investment plan based on your needs alone, and then we manage it so you don’t have to.  In most cases, we wrap all of our planning services into your portfolio management fee, which directly aligns our success with you.