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The planning process is designed to help bring clarity and helps align your financial life with your real life. As we work with you, we will explore your life goals, plan your investments around benchmarks that hold real meaning for you and help you track your progress toward them.


Discovery Meeting

During our discovery meeting, we uncover the details of your financial life and discuss your long-term and short-term goals, priorities, and the investment strategies you already have in place. We share information about our team, investment approach, planning philosophy and our process.


Investment Plan Meeting

We employ our sophisticated planning software to help create your strategic asset allocation and investment strategy. We present your customized plan and answer any questions and determine if our working relationship is a good fit for moving forward.

Mutual Commitment Meeting

After committing to working together we will create your advanced plan. In addition to your investment strategy, we will also create coordinated wealth management strategies that consider your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk and asset allocation strategies.

Because your wealth management plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.


Follow-Up Meeting

We meet to organize all of the necessary paperwork to open your accounts and begin the asset transfer process.


Scheduled Progress Meetings

Our personal approach, timely communication and high level of client service means we are here for you and can talk through any necessary adjustments to your strategy.

We review your plan and can evaluate investment results based on your goals, so you’ll always be able to easily answer the question, ”How am I doing?”

Our planning process puts your financial picture in focus.