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Our Process


Are You Ready to Take Control? We’ll Lead the Way.


Whether you’re the owner of a small business or climbing the corporate ladder, our advisors have designed a process to help set, implement and achieve your personal and financial goals.

We’ll ensure your level of comfortability is met by offering transparent solutions centered around

trust and understanding.

Code of Ethics

  • Act in a manner that reflects positivity on the financial planning profession and Certified Financial Planner® certification *
  • Act in the clients best interest
  • Exercise due care
  • Avoid or disclose and manage conflicts of interest
  • Maintain the confidentiality and protect the privacy of client information
  • Act in a manner that reflects positivity on the financial planning profession and Certified Financial Planner® certification *



The Underhill Financial Process



Step 1:

Introduction

Before we begin planning, we’ll start by getting to know one another. Help us understand your unique financial needs and goals so we can better prepare our strategies.


Based on our introductory meeting, we’ll research an appropriate set of options for you. During this time we’ll take into account your current financial situation and any goals or expectations outlined previously.

Step 2:

Discovery


Step 3:

Solutions

After we’re confident in the options we’ve found for you, we’ll develop a personalized financial plan designed to help you stay on track and reach your goals.


Once you’re comfortable with the plan we’ve developed, we’ll set your strategy into motion.

Step 4:

Implementation


Step 5:

Ongoing Reviews

We’ll regularly review and update your plan to ensure you’re on track to meet your goals. In addition, we’ll coordinate with your legal and tax advisors as needed.


Let's Get Started