We believe the best way to reach your goals is to follow a financial plan that’s unique to your situation. To personalize your financial plan, we follow a 7-step process to get to know you on a personal level and ensure you understand and agree with every aspect of your financial plan.

Step 1: Discovery

When you schedule a consultation call, we’ll spend 15-20 minutes getting to know each other. We ask you questions about your financial goals and concerns. We also tell you about our process and answer any of your questions.

Step 2: Decide

After our discovery discussion, it’s important that you take time to decide if we’re a good fit for your needs. Working with the right investment manager is an important decision, so we want to make sure you’re 100% on board.

Step 3: Analyze

If we mutually decide we’re a good fit, we analyze your goals, your current financial picture, your risk tolerance, and your return needs. We get to know where you are and where you’d like to be in the future.

Step 4: Strategize

Next, we strategize the best ways to help you reach your goals based on where you are today versus where you need and want to be. Our strategies take into account your risk and return analysis as well as your personal values.

Step 5: Recommend 

We present the plan we’re recommending and educate you on our recommendations. During your presentation, you have the opportunity to ask any questions you have about your plan and identify areas that might need revision.

Step 6: Implement

Once you understand and agree with your plan, we implement it. Through a hands-on approach, we help you complete the necessary tasks to get your plan started.

Step 7: Evaluate

The work doesn’t stop there. We provide ongoing evaluation of your asset allocation and continue to make recommendations. It’s important that we stay in touch at least annually to make sure your plan is always working in your best interest.