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OUR PROCESS

We use this process to get to know you, your needs, your goals, your values, and your dreams.

The end result is an established advisory relationship within the context of an advanced financial plan. This plan guides our partnership with you through our approach to the three core areas of wealth management.

1

Discovery

The assets you own are not just numbers on a spreadsheet. They represent a lifetime of hard work caring for the ones you love. We want to hear your story and understand what you want to accomplish with the wealth you have accumulated.

2

Investment Plan

Once we have become acquainted and we are familiar with your current financial situation, we will recommend a portfolio allocation that we believe is best suited to your goals and risk tolerances.

3

Mutual Commitment

If we agree that we are comfortable working together we will enter into a formal advisory relationship and start the process of reallocating your investment portfolio. We will also discuss your financial planning and tax planning needs and begin the advanced financial planning process.

4

Follow-up

Advanced financial planning and tax planning recommendations will be presented with a proposal for moving forward.

5

Review

Periodically check progress to update your financial plan and make any necessary changes to your portfolio allocation.

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