Our Process

The CFAR System

The Custom Financial Analysis and Review (CFAR™) system was created by us to do one thing, and do it very well – to get to know you, and to get you to know yourself from a financial perspective. It deals with your questions, your concerns, and develops strategies that help guide you to the life you want. And unlike other financial modeling systems, CFAR™ factors in personal feelings and emotional needs that affect your goals and life objectives. We try to make it easy, fun, and do it in a relaxed and casual manner.