Our Process

We’re passionate about process. Having a strategic process in place increases the probability that you will meet your financial goals. We’ve developed a five-step management approach that is constructed to meet your individual needs and to respond accordingly to the dynamics of capital markets.

Step 1: Initially, we develop a personalized profile geared towards achieving your objectives and fulfilling your needs. Through consultations, we’ll build your profile by taking into consideration your timeline, preferences, needs and goals.

Step 2: With the information obtained in step one, we’ll create a personalized financial analysis. From this analysis, we’ll prepare specific recommendations for your review and consideration.

Step 3: Once you have reviewed our recommendations and are ready to move forward with the financial management plan, we’ll begin implementation. Using specific products and approaches, your financial plan is specifically tailored to help meet your needs and goals.

Step 4: An essential part of building and maintaining our relationship is to complete a comprehensive review of your financial management plan on a continual basis. Once your plan is implemented, we’ll continually monitor your entire financial picture. We’re careful to not only focus on investments*, but rather your financial planning and management as a whole. Should circumstances change or situations arise, we will adjust the plan accordingly.

Step 5: With every client our goal is to coordinate all aspects of your financial picture. With your permission, we’ll work hand in hand with your attorney, CPA or accountant to make certain your estate planning, tax and insurance needs are addressed. If needed, we can also recommend trusted professionals to guide you in these areas.