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Our Process

The secret to our five-step process is surprisingly simple: begin with an end in mind. Knowing where you want to be 10, 20, or 30 years down the road, we work backwards to where you are today. Together, we craft a goal-driven map intended to highlight the important milestones along the way to your ideal destination.

Discovery

Before our first meeting, you’ll complete a questionnaire that gives us insight into your decisions to date, your feelings on investing, and your previous financial history. Our advisors then sit down with you, taking the time to familiarize ourselves with your one-of-a-kind objectives and your obstacles to overcome.

Analysis

Armed with the knowledge of your wants and needs, our team gathers and examines information relevant to thoroughly understanding your current financial wealth. From this base line, we uncover areas of strength and fill in any gaps that exist, eventually settling on an outline of our next steps.   

Advice

Welcoming you back to our office, we present our research and recommendations for the asset allocations, returns, and risk exposure that make the most sense for you. Depending on your situation, this could mean drafting a financial plan, an investment policy statement, a retirement plan, or a detailed action plan.

Implementation

Your plan begins its transformation as we seamlessly initiate necessary modifications and changes. During this phase we invite you to ask questions and express any concerns since a cornerstone of our service model is nurturing confidence among clients.

Review

We will proactively revisit your plan to discuss your progress or make updates in accordance with evolving market and life conditions. Periodic meetings and continual communication aid us in remaining fixed on your horizon.