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
