Our Process

Six steps to work to build a solid plan

Once you’ve set up a meeting with one of our team members, we believe you will feel comfortable and welcomed. We have a comprehensive process that allows us to get to know you and serve you. Our six-step Holistic Investment Management Process aims to help you achieve your financial goals, and then some. Here are the steps we take to get you there.

Step 1: Discovery
~ Getting to know you.
~ Helping you learn about us.

Step 2: Defining your goals
~ Short-term goals.
~ Long-term goals.
~ Uncovering your financial why.

Step 3: Current finances
~ Gathering financial data.
~ Uncovering your risk tolerance.
~ Gaining knowledge on past investments and any preferences you may have.

Step 4: Analyzing financials
~ We do the analytical work using our firm’s tools, such as Envision, to find strengths and weaknesses with your portfolios.
~ We crunch numbers to develop a plan specifically tailored to what you told us your goals are.

Step 5: Presentation
~ Present our findings.
~ Confirm the plan and investments for your portfolio.

Step 6: Review
~ Continuous monitoring of your advisory accounts.
~ Communication, as needed, to help make sure you are on track to meet your goals.

Schedule your complimentary consultation with our team today!