Our Process

Our Process

We believe that the most important way we help you stay disciplined, focused and on track is our comprehensive wealth advisory process. As this diagram shows, the process is designed to uncover your full range of financial needs.


One of the most important components of any successful advisory relationship is an advisor who truly understands who you are as a person. With our discovery process, we focus on what is most important to you, both financially and personally. Together, we will define your vision of financial success and work with you to translate this into prioritized goals.


In order for us to thoroughly understand your situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or areas for improvement. We also analyze the effectiveness, composition, and expenses of your existing profile. By analyzing specific items for action, we can make sure that your goals and financial situation are aligned.


Based on the analysis, we can develop a long-term wealth plan focused on getting you from where you are today to where you want to be in the future. Through this process, we will address any items that need clarification and make alterations based on any additional information.


The next step i the implementation of your plan. In addition to creating your investment portfolio, we also work with a team of financial professionals to address all of the non-investment action items we've identified. you will receive an Investment Policy Statement, which documents what we have agreed to and assigns responsibility and accountability.


Your plan is never static. That is why we will make the discovery process part of our ongoing meetings so that your plan alway reflects your life. We will monitor your plan closely and provide you with clear and concise reporting. In addition, as financial markets rise and fall, your portfolio's exposure to stocks, bonds, cash and other investments will tend to fluctuate as well. Through periodic rebalancing, we will make sure your portfolio maintains its target allocation which helps control the level of risk in your portfolio and minimizes emotional decision making.

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