Pursuing your financial potential
begins with a detailed plan.
We employ an established process to help build a financial plan tailored to your individual goals and objectives. Each step helps us arrive at an optimized plan for pursuing a path to financial independence. Here is an overview of how we will bring your future into focus.
Understand
We begin by learning about you and getting a good understanding of your goals, current situation, investment experience and level of risk tolerance. Then, we gather financial documents and information such as your statements, bank accounts, cash positions, debts, assets outside of investments, insurance policies, tax returns and retirement income, when applicable.
Design
Once we have a good assessment of your current financial situation and your investment objectives, we create a plan that will allow us to tailor a diversified portfolio matched to your goals and risk tolerance. When completed, we will review it with you, address any issues and make any adjustments. Once the plan meets with your approval, we will outline the actions for implementing it.
Diversification does not guarantee a profit or protect against loss.
Implement
We go to work implementing your plan, making investments on your behalf and handling all administrative details and paperwork. We concentrate on quality investments that satisfy our due diligence.
Review
We will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We consider any significant changes in your life, suggesting and making adjustments as necessary to ensure that your plan remains consistent with your objectives.