We start with your life and plan your investments around your needs
We work side-by-side with you and through a series of personal conversations, we uncover your goals and priorities.
Starting The Conversation
During our initial meeting, we get to know a little about you and your needs. We introduce our investment planning process and then, together, decide if it makes sense for us to work together
Starting The Conversation
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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, sources of retirement income, investments, cash flow needs, as well as your current estate and legacy, family security, tax, and philanthropic strategies. This thorough discovery allows us to help create a personalized plan for you.
Designing Your Plan
Designing Your PlanNext, employing our unique Envision® planning tool, we define a strategic asset allocation and your investment strategy. This input helps us build your investment portfolio around your real-life goals. Your portfolio is customized to your needs, managed to help minimize risk and seeks long-term growth of capital in a diversified portfolio of cash, bonds, stocks, exchange-traded funds and mutual funds.
Implementing Your Plan
In addition to your portfolio, we build coordinated strategies for retirement income, estate, tax and insurance. Because your plan may cover many different areas and multiple generations of family members, we coordinate with your other professional advisors.
Implementing Your Plan
Evaluating Your Progress
We measure your progress and meet with you to help stay on track by reviewing performance and investment allocations then making adjustments to your plan whenever necessary.
Evaluating Your Progress"Our personalized approach provides confidence so we can help you pursue a life in paradise.