Our Process

  1. We Meet—In this introductory phase, we identify lifestyle goals, ambitions, risk tolerance, time horizons as well as potential challenges.  Getting to know each other will determine if we are a good fit and help shape the custom plan we ultimately create for you.
  2. We Explore—We now want to take a more in-depth look into your finances.  During this phase, we perform a thorough review of your assets and begin to sketch a preliminary plan as we engage in more comprehensive discussion.
  3. We Create—Based on a full assessment of your information gathered, we now skillfully craft a custom game plan designed to optimize your specific goals and objectives to help you succeed.
  4. We Implement—Once you review and approve all recommendations, we put the plan into motion.  Then we walk you through your account statements to make sure you understand them and are completely comfortable.
  5. We Monitor and Review—Your priorities and goals will inevitably shift through time.  We keep in touch regularly, updating you on your progress and making any necessary adjustments along the way.

“A goal without a plan is just a wish.”

Antoine deSaint-Exupery