Our Process

Our Process

We reject the one size fits all planning approach. Your personal goals and planning needs are unique and require a customized strategy. Starting in our first meeting we will endeavor to know you deeply and personally and begin to create your Complete Client Profile.

Discovery meeting

The purpose of our first meeting is to understand who you are and what is truly important to you. We talk about your values, goals, the important people in your life and what an ideal relationship with a trusted planner would look like. Also, we gather enough information to understand where you stand financially today. We ask the questions others do not, because we need to. We will discuss how we work with our clients and answer any questions you may have.

Our work

Should we have mutual interest, a second meeting will allow us to begin analyzing your investments using our Asset Allocation Software and research tools. Together, we will discuss our principles of sound money management and give you an example of what a successful portfolio would look like for you. There is no fee for this analysis. We want you to see our work before deciding if we are the firm for you.

Commitment and Planning

Should we decide to work together we will begin refining your planning. We will lay out a detailed portfolio recommendation to ensure you are properly diversified. Also, we will work together to develop your goals and construct a gameplan for you to reach them. We will tackle all of the planning issues that effect your life including:

·         Tax management analysis

·         Wealth management and protection

·         Strategic and Tactical asset allocation modeling

·         Retirement  Income strategies 

·         Estate conservation

·         Protection planning needs

·         Education savings

Your planning efforts will be coordinated with other professionals such as your attorney or accountant to ensure a cohesive strategy.

Monitoring and Service

After the initial planning phase we will tailor a service model specifically for you. Monitoring and measuring your progress as well as making adjustments as appropriate will put you on a clear path towards your dreams.