It starts with you.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. And as your life changes, we’ll adjust your plan so it better aligns with your new path.
So what are the steps?
1. Discovery Meeting
We get to know you, understand your goals, and start to explore how we might work together.
2. Build a Plan
We start by gathering financial information including liquid assets, real estate, liabilities, and insurance. We discuss your risk tolerance and specific goals. Finally, we build a comprehensive financial plan that acts as a roadmap for our investment strategy.
3. Portfolio Construction
We build a portfolio completely customized for you based on your financial plan. We implement our strategy in a tax efficient manner while also being cognizant of market conditions.
4. Ongoing management and review
We diligently monitor your portfolio and make timely adjustments as market conditions change or your situation warrants. We meet and speak with you regularly to make sure we’re keeping up with your life and and keeping you informed.
Contact us today to see how a financially sound plan may bring you closer to your goals.
