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We Have a Process

We've developed and refined a process to put of the pieces of the financial puzzle together and we call it the 3D investment process. 3D stands for:


Discovery, Design and Deploy

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Our process is driven by personalized financial planning and includes, investment management, retirement planning, risk management, tax planning, estate planning, debt and cash flow, educational planning and philanthropy. Our process is designed to adapt so that our clients never outgrow our process, they fit into it, as their lives unfold and needs evolve.

As our clients prepare for Critical Financial Events which are as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for their legacy, our resources and expertise help prepare for such events, so that our clients may work towards their financial and lifestyle goals.

What Our First Meeting Typically Looks Like:

  1. During our initial meeting we will discuss your financial and lifestyle goals for you personally or for your business and what you expect from the financial planning process. I will review information you need to know about me, my practice and my approach to financial planning.

  2. The purpose of this meeting is for each of us to determine whether or not there is a fit for us to work together. In our experience, this is the foundation of a solid long-term relationship.

Take a Look At Our Introduction Kit

Introduction Kit, Cj Tassone, Chris Tassone, Financial Planning

Introduction Kit

Let's See If We're A Good Fit!

Are We A Good Fit?