More than anything, this is the most important part of our process. We listen. We talk. We get to know you and your ambitions. It’s during this time that we establish our relationship with you, gather information needed to create a holistic financial plan and review the scope of services we can provide to help meet your goals.

Next, we analyze and evaluate your needs according to the investment policy statement (IPS), a long-range strategic plan that helps us determine your investment time horizon, appropriate risk level, and expected return to meet each investment objective. Then we educate you on our findings and applicable strategies.

Here, we adopt your action plan and coordinate with your other professionals such as your accountant and attorney to make sure everyone is on the same page and working toward your ultimate goals. Your financial plan drives our decisions, and your investment plan supports your overall financial plan.

We will review the progress of your plan relative to your defined objectives and suggest any changes where needed. As you enjoy the rewards of a lifetime of success, we can help you construct a prudent distribution strategy, provide periodic reports and plan for any changes in the markets or in your life that might place you on a new course. And, because conversations go both ways, we invite you to reach out to us any time for guidance and support on financial decisions big and small.