Our Process

PROPER PRIOR PLANNING PREVENTS PITIFULLY POOR PERFORMANCE!

Our Process

We’re here to partner with you in managing the wealth you’ve worked so hard to achieve. Our goal is to provide the confidence of knowing your financial plan is well-constructed and monitored. We want to hear about your dreams, your concerns,and what you value most. We’re expert listeners who use what we hear in order to build a customized plan tailor-made for you.

How We Plan Your Route

Getting To Know You

The initial meeting is all about you. Who are you? What about your family? How did you build your wealth? What are your passions and goals, and what are your fears? We ask questions you may not have even thought about. Our discussions help us formulate an initial plan and help allow you to realize your long-term vision.

Designing & Presenting A Plan

Once we’ve discussed your individual circumstances and have a constructed a game plan, we’ll schedule a time to review our recommendations, and will discuss at great length how our suggestions impact your financial plan. This includes not only portfolio management, but education, estate planning, income needs and insurance concerns.

Implementation

After you agree with the course of action, we help implement the recommendations and then move onto regular reviews and ongoing conversations with you.

Maintaining Your Course

The most successful journeys have a skilled guide. When we work with you, we don’t just hand you a plan – we continually strive to make sure you remain on the right path.

Ongoing Conversations

Every journey has sunny skies and a few bumps along the road. We maintain the regular contact you desire to make sure you are still on course and address needs as they come up.

Regular Reassessment & Evaluation

Successful journeys are enabled by the constant evaluation of the tools designed to get you there. We regularly reevaluate the viability and financial strength of the companies and products we recommend, and strategically align ourselves with only the best.

Plan Reviews

At least annually, we’ll schedule a meeting with you to review your portfolio performance and check in on how your needs may have changed.

Comprehensive Wealth Management

Encompassing

You have a lot of aspects of your life. Family, career, community, and personal interests. We work to incorporate many moving parts into a cohesive plan. We not only consider investment suitability and returns, but estate needs and potential tax issues, as well as your income needs and legacy planning.

Independent

As an independent practice, we hold ourselves to a higher fiduciary standard than many advisors in big investment houses. This means that we are committed to put your needs ahead of our own and are free to offer a broad range of cost-efficient investment choices without conflicts of interest.

Experienced

We have been providing advice to families for over 20 years. We know what it’s like to navigate through rapid growth like the dot-com boom as well as challenging times like the Great Recession. Our approach is disciplined and as a result, our clients have been able to weather the storms and benefit from the sunny skies.