Financial Avisors hands on a conference table

Step 1 - Qualify

During our initial meeting, we get to know a little about you and your family. It starts with a conversation, listening and learning from each other. We'll explore your goals and dreams and discuss any wealth management concerns you may have. We introduce our wealth planning process and then, together, decide if it makes sense for us to work together.

Financial Advisor going over paperwork with client

Step 2 - Discover

We take a collaborative approach and through a series of conversations, uncover the details of your financial situation.

We discuss your long-term and short-term goals and priorities, coordinate with your other professional advisors (for example your accountant and lawyers) and consider your current estate and legacy, family security, tax, and philanthropic strategies. This thorough discovery process allows us to help create a personalized wealth plan for you.

female financial advisor consulting with client

Step 3 - Plan

Next, we define a strategic asset allocation for your investment strategy. Our Envision® planning process is designed to help build your investment portfolio around your real-life goals, dreams and needs.

We coordinate strategies for your entire wealth plan including investments, retirement, estate, tax and insurance. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

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Step 4 - Monitor

We work together to measure your progress and communicate with you to help you stay on track. We believe this ongoing dialogue is what makes a real difference in your financial life. If your goals or financial circumstances change, or the markets fluctuate, we update your Envision plan to account for the changes and continue to monitor your progress along the way.