A well-defined process for developing your plan

Meet to identify your goals and resources, gather information

Our process begins without rigid agendas or preconceived notions. Instead, we meet to learn about your goals, aspirations and resources. Once we understand your values and priorities, we begin to craft your investment plan.

Analyze and evaluate the information provided

Prior to making any recommendations, it is necessary for us to fully understand all aspects of your financial situation, and how each assumption or goal can impact outcomes.

Develop, present and confirm recommendations

From our analysis, we help create a plan that incorporates your goals, priorities, time horizon, risk tolerance and income needs. With input from you and other professionals as needed, we recommend and coordinate appropriate investment and estate planning strategies.

Implement your strategy

When you are comfortable with and agree to our recommendations, we will implement your plan using investments and services consistent with your goals.

Monitor and evaluate your progress

Once your plan is implemented, we will actively review your portfolio and evaluate its progress toward your goals. Adjustments and rebalancing will take place as changes in your needs or the markets warrant, helping to ensure that your asset allocation aligns with your objectives.

Proactively communicate with you, discuss changes in your life

Change can present challenges, whether it happens in your own life or in the world around you. If your circumstances change, we will update your plan and measure the impact it has on your ability to stay on track and act accordingly.