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Our Practice

How We Partner with You

Our office is 100% virtual. We often meet people face to face over a meal or in their home. Derrick is a licensed pilot and regularly travels to meet people all over the United States. 


We also leverage technology to e-sign documents, video chat, and securely upload documents though our client portal. Your financial plan is also built on an online platform so it can be updated often. There is always an option to print documents or have us mail you hard copies of paperwork as needed. 

Process Driven 

Process Driven 

We know you are busy, and we want to minimize the time you spend on paperwork and things you don't truly care about. Click below to learn more about how our established process can work for you.