Our planning process


Understand – When you work with us, the conversation starts by exploring your big-picture plans and goals. We will help you prioritize your goals for the future and map out a financial course to help you achieve them.


Plan – “Investment planning” can sometimes seem like cookie-cutter investment mixes and generalizations. We work together to explore your personal goals so we can customize our planning approach to your specific situation while planning your investments around benchmarks that hold real meaning for you.


Propose – We recommend a plan (including an asset allocation) that supports your objectives and that aims to maximize your money’s impact.


Implement – Once we agree on executing your plan, we utilize our network of resources and our knowledge to help keep you on track toward the future you’re planning.


Revisit – We believe in forming plans with flexibility in mind, so we can easily review and update your plan once your goals or circumstances change.