A well-defined approach To serving you
You need a partner to walk with you every step of the way along the path to your financial goals. That’s why we take time to talk before mutually deciding if we are the best fit for your life. With conversation a consistent element of our partnership with you, we stay on the same page as we manage your assets, preserve your wealth and help you build your financial legacy.
We converse with our clients about their values and goals, relationships and assets, and during market events and market cycles. Through these discussions, and over time, we glean important insights that lead to proactive planning and management of your whole financial life.
Our thoughtful six-step process
Complete discovery process. As we get acquainted, we’ll ask important questions to understand who you are, your values, the life you lead and the legacy you wish to create.
Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward.
Presentation of the investment plan. After thorough analysis, we’ll present a detailed investment plan designed to help you pursue your important objectives.
Confirmation of commitment and account paperwork. We’ll fine-tune the plan as necessary and then mutually commit to partnering for your financial well-being.
Review account transfers and allocation decisions. We’ll make sure everything is in order, answering any and all questions.
Review of progress and implementation of advanced plan. We’ll meet at a regular cadence to discuss your wealth management plan, which looks at all aspects of your life and includes advanced elements. Through regular conversations that can include face-to-face meetings, calls and emails, we stay connected to you. We monitor your plan’s progress relative to your defined objectives, suggest any changes where needed and provide ongoing reporting of your account activity. We invite you to reach out for guidance on any decision that’s important to you at any time.
