Our Process

Customized investments plans designed to address your needs.

Our Planning Process

Our planning process helps bring new clarity to your life goals and enhances your confidence in meeting them. Our process includes:

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During our initial meeting, we get to know a little about you and your needs. We introduce our wealth planning process and then, together, decide if it makes sense for us to work together.

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Through a series of conversations we gather the details of  your unique situation. We discuss your long-term and short-term goals and priorities, as well as your estate, legacy, tax and philanthropic strategies. This in-depth discovery allows us to analyze your total wealth management needs.


Next, we create your strategic asset allocation and investment strategy. We customize your plan to take into account your life and retirement goals, assets, liabilities, cash-flow requirements and levels of acceptable investment risk. Because your plan may cover many different areas and multiple generations of family members, we coordinate with your other professional advisors, e.g. CPA.


We regularly measure your progress and communicate with you to help stay on track by reviewing performance and investment allocations then making adjustments to your plan whenever necessary.

Our disciplined approach provides clients with peace of mind so they can enjoy life and focus on their goals.