Our 3D planning process is designed to provide advice for life. Using our newest planning tool, eMoney, our process helps you bring together what you want in life with the ability to sync with your values and aspirations. As we work with you, we will Discover your life goals, Design your investments around benchmarks that hold real meaning for you and Deploy your plan to help keep you on track to achieve your goals.

Step 1. Discover - What are the things I value most?

During our discovery conversations, we uncover your values, going beyond just dollars and cents, and explore the human side of what you're trying to accomplish. Our comprehensive evaluation includes understanding your risk tolerance, dreams and priorities, retirement goals, estate investment planning needs, risk management and insurance needs. This in-depth discovery allows us to understand your total wealth management needs.

Step 2. Design - How can my money make the most impact?

Next, we employ our newest planning tool, eMoney, to help create your strategic asset allocation and investment strategy. We'll also create coordinated wealth management strategies to 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.

Step 4. Deploy - What is my best next step?

When you have reviewed your plan and are ready to proceed, we will complete the paperwork, account applications, asset titling and asset transfers to enable us to implement your plan. We will keep you apprised of the progress, and we will provide information on the reporting, statements and online access available to view your accounts.