A well-established process for working with you

Providing comprehensive financial advice and guidance to you and your family requires a very orderly approach. Here is how we go about establishing a professional relationship, providing financial guidance and serving you throughout the years. It involves a number of steps, but we believe it is time well spent – because it can enhance the quality of outcomes by addressing the situations that impact your financial life.

STEPS
1
OUR
FIRST MEETING

Get acquainted

A complimentary first meeting helps determine if we are a fit.

2
CLIENT
ONBOARDING

Discover

Through our process, we gain a detailed understanding of your goals and resources.

3
DISCOVERY
MEETING

Verify

We verify your financial information and goals to ensure your plan is actionable.

4
WEALTH MANAGEMENT
& PLANNING MEETINGS

Strategize

Employment of customized, strategic planning to identify opportunities and solve obstacles.

5
INVESTMENT PLANNING
& ASSET ALLOCATION

Implement

Enact strategies to help reach your goals while providing an exemplary client experience.

6
INVESTMENT
REVIEW MEETING

Monitor and Review

Re-visit your plan and measure investment performance and goal progress.

Making Life a Richer Experience