Our Approach

Our comprehensive 4-Step Prosperity Planning Process provides a roadmap while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and values, we will tailor a plan to help you reach your destination.

Our People

Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER™ professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.

Our Commitment

Our promise to you is that you’ll never feel pressured to make a decision you’ll later regret. We strive to foster long-term relationships with our clients, built on trust, and focused on results.

  Our 4 Step Prosperity Planning Process:  


Are we a good fit?

Share your story

Review current plan


Discuss concerns 

Identify dreams and goals


Clarify your values


Perform risk analysis


Can we add value?

Receive portfolio analysis


Discuss fees & risk


Explore Empress Planning Process


Share our approach


Decide if we can add value


Complete engagement forms

Create your new plan

Review new accounts statements


Discuss proposed portfolio


Identify next steps


Receive complete Empress Planning Binder


Start implementation of retirement income plan


Pursue your dreams

Account monitoring


Periodic review meetings


Updated account summaries


Ongoing support based on life changes


Client events and socials