J.R. Banna + Associates’ comprehensive process entails gaining a deeper understanding of your present personal and financial situation and future goals. We begin with discussions and requests for documents to gain the broader picture and develop a deeper understanding of where you’ve been, your current situation and what you want your future to look like in terms of your goals. No fact is too small or inconsequential in our discussions. Seemingly small details uncovered can yield in results significantly impacting your finances. Our goal is to assist you in reaching your ultimate goals. We are invested in your journey.