Our Process

Listen to You

We listen first. During our first meeting, we’ll get to know your interests, hopes and dreams. Maybe you want to have the funds to travel around the globe. Maybe you want to ensure you’re leaving a financial legacy behind for your children. Whatever is most important to you is what’s important to us.

Set Goals

We’ll work with you to refine your goals and define the foundation of your financial plan. Along the way, we’ll provide feedback and support.

Formalize Your Financial Plan

With financial goals in place, we develop the roadmap required to help you reach them. Here, we present custom-tailored portfolio analysis and strategies, wealth accumulation or preservation strategies, and evaluation of retirement scenarios. Your financial plan will contain the specific strategies and action steps you need to lead you where you want to be.

Implement the Action Plan

We implement your action plan by monitoring your investments and diligently managing your portfolio. We’ll make ourselves available to the other professionals in your life, such as your CPA and attorney to coordinate a solid financial plan.

Continuous Reviews

Developing a financial plan that serves you best isn’t a one-and-done task. Perhaps you have additional funds to invest or want to identify ways to earn more income. We do what it takes to ensure you’re satisfied with your financial picture, managing and monitoring your assets on a continuous basis.

We recommend semi-annual or annual reviews, or when appropriate, quarterly reviews to ensure your financial plan is leading you in the right direction. A typical review will include an evaluation of performance, service and progress toward your goals.

You should always feel comfortable reaching out to us with questions or concerns. We’re always willing to meet you wherever your needs are.