Broker Check

Our Process

Get to Know
Each Other

Every person, family and business is unique. We try to understand and help you uncover your goals, dreams and fears. What keeps you up at night? What excites you?

Analyze Your Financial World

We take all of the information that was gathered to see how we can unclutter your financial junk drawer to make the plan as efficient and achievable as possible.

Present and Implement Your plan

We'll present our findings in a full financial plan built around your goals. If you like what you hear, you will be brought into the Birds Eye family and introduced to our great team and technology platforms.


The plan that we implement can look very different in just a few short years due to any type of major life events, or just life happening. That's why ongoing communication and meetings will help keep you on track to fulfill your plan's goals and objectives.