WHERE DO I START?

The first step we take with prospective clients is to sit down and allow both sides to simply introduce themselves. We both need to agree that the relationship is a match. As a part of this process, prospective clients meet with a CERTIFIED FINANCIAL PLANNERâ„¢ to go through the initial planning process at no cost and with no obligation. This complimentary evaluation continues periodically with current clients (we recommend annually).

Step 1

STEP 1

Learn About You

Step 1

We take time to get to know one another and start to build trust, which is the main component of our relationship. We will learn about your goals and exchange a great deal of information initially. This process allows us to gain a line of sight for your investment planning needs.

Step 2

STEP 2

Define Your Goals & Analyze Your Current Situation

Step 2

We continue to share information and create a balance sheet to see every area of your financial situation. We will confirm your goals and align those with the appropriate amount of risk. Analyzing your situation is not a quick judgment call; it is a calculated process to ensure we know everything possible to best support your unique situation.

Step 3

STEP 3

Develop a Strategy to Help Reach Your Goals

Step 3

We will build a portfolio that aligns with your financial goals and risk tolerance, with a focus on money managers who seek to do two things: outperform their benchmarks in the long run and minimize costs. We will educate you on the tactics and make certain you are confident in the approach.

Step 4

STEP 4

Implement the Advised Plan

Step 4

We help you complete any outstanding action items prior to plan implementation. We know you lead a busy life and are here to help answer any questions along the way. Once you approve your plan, all the pieces are set in motion.

Step 5

STEP 5

Monitor Your Progress & Adjust

Step 5

We keep a close eye on your account regularly. Each year we recommend doing an annual review to ensure any life changes are captured and reflected in your plan. We also send out quarterly progress report for all accounts.