Our Process

We specialize in helping clients build a plan with a big-picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the suitable mix of managed investments paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.

1. Discover

This meeting is designed for us to get to know you, both on a personal and financial level. We This allows us to understand what is important to you and what you want to achieve with your assets.

2. Develop and Present 

After our discovery meeting, we take both the quantitative and qualitative information you provide and create a plan tailored to you and your goals. We explain where you stand no, relative to those goals, and recommend new or additional courses of action to work towards achieving those goals.

3. Commit and Implement

Once the plan is presented and we have both committed to working with each other, we take the tactical steps to implement your investment strategy and your advanced plan.

4. Monitor and Communicate

Congratulations! Your money is now invested in a way designed to achieve your goals, and you are taking the other steps we recommended to improve your financial well-being… but our journey together is not over yet. Your plan changes as life does. We meet with you on a regular basis to address those changes and continue to move forward in the best way possible for you and your loved ones.