Our Process

Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.

Step 1:

Discovery Meeting

  • Learn and understand your situation
  • Identify, clarify, and prioritize your goals, values, and concerns
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Step 2:

Assess & Analyze

  • Manage Cash Flow & Assets
  • Plan Insurance & Protection, Retirement, Education, Taxes, Business Succession, Estate
  • Portfolio Construction
  • Develop an Investment Policy Statement (IPS)
  • Charitable Giving
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Step 3:

Design an Investment Strategy

  • Integrate asset allocation with financial plan, as governed by IPS
  • Incorporate capital market expectations and economic outlook
  • Implement the most appropriate risk management strategy
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Step 4:

Propose Planning Recommendations

  • Educate and communicate all available options
  • Evaluate and offer optimal solutions
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Step 5:

Implement Financial Plan & Investment Strategy

  • Establish online access
  • Open new accounts
  • Transfer existing assets
  • Provide written financial plan
  • Address risk management and protection needs