Our Process

Comprehensive Planning and Strategies

Our disciplined wealth management process starts with listening, understanding and learning about your past, current and future aspirations. The steps are designed to help you achieve your financial goals that will be applied on a comprehensive basis. It includes:
  • Establishing and identifying our advisor-client relationship
  • Identifying your highest priority investment goals and gathering data
  • Analyzing every aspect of your current financial situation – including assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies
  • Creating and presenting a comprehensive independent and objective investment plan based on your goals, risk tolerance, and investment time horizon
  • Implementing the approved plan and providing appropriate counsel as goals and landscapes change
  • Meeting to review changes in your circumstances, and adjusting your investment strategy as necessary to keep you on track to reach your goals
We coordinate our efforts with your other professional advisors – such as your attorney and tax professional – to enhance your wealth plan by delivering integrated service that is fully aligned with the many different facets of your financial life.