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Our Process

At URS Advisory, we understand that money and retirement are complicated. We do our best to break complicated concepts and jargon down to bite-size pieces that you can understand and feel good about. Our process involves four simple steps to help put you and your family in the best possible financial position. Bring your concerns, your worries, and your aspirations to us and we’ll take care of the rest!


Our first meeting is a get-to-know-you session. We’ll talk about what’s most important to you, your family, your health, and what your hard-earned assets are for. We take a deep dive into exactly what you’re trying to accomplish so that we can custom build a plan to fit your needs and lifestyle.

Analyze & Create:

We collaborate with tax and investment experts to analyze where you stand now in reference to where you want and need to be. We then create a customized plan to optimize your hard-earned money and achieve your goals using our open architecture of insurance companies and professional money managers without bias.


We carry out your plan in an efficient and tax-friendly manner, guiding you each step of the way.


This is arguably the most important step. As life changes, so will your financial plan. We meet with our clients regularly to monitor their positions and modify their financial plan as needed. Relationships are at the core of our business model, and we believe that strong client relationships make for the most successful investment plans and results.