Step 1 – Starting with a conversation

It starts by collaborating with you. We get to know you and your family, so we can better understand your life beyond your financial needs.  We help you crystalize your vision of the future and define what you want your assets to do.

 

Step 2 – Understanding your situation

The next step is for us to consider your financial situation and analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can get a clear understanding of where you are in your financial journey.

Step 3 – Creating your plan

Next, we employ our planning software 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.

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.

 

Step 4 - Dealing with change

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 believe our team approach makes a real difference in our client’s lives.  If your goals or circumstances change, or the markets fluctuate, we are there to update your plan and continue to review your progress along the way.

 

We work through a collaborative process to translate your goals for the future into an actionable plan.