Our Process

Gary J. Miller & Associates LLC utilizes a five-step process when working with our clients. It starts with getting to know you and what matters most in your life, and figuring out where you are right now financially, and where you want to go. From there, we work as your partner to chart the best course of action to help you achieve your goals and objectives while adhering to your personal tolerance for risk.

Once you're on the selected path, we continue to monitor your progress and make adjustments as needed as you transition through the different phases of your life. Our typical process goes through the following five steps:

  1. Data Gathering

  2. Design

  3. Presentation

  4. Implementation

  5. Service