Planning Process

Our team designs a personalized investment plan specifically for you. We work with you to translate your vision for the future into an actionable plan to address your financial needs. To make sure we stay on track, we document your goals, set specific timelines to help achieve them, and check them off as each is accomplished. The result is designed to be a comprehensive, balanced plan that addresses your short and long-term goals and objectives and serves as the foundation for building your investment portfolio and managing your financial journey for the future.

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Planning is an ongoing process. As your needs change at each stage of your journey, our team uses our Envision planning process to adjust your plan to reflect your new objectives and goals.


Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.