Our planning process is designed to help bring clarity to your financial life.

Step 1. Starting the conversation 

During our initial meeting, we take the time to get to know you and your family. We'll explore your goals and discuss any wealth management concerns you may have. We will introduce our wealth planning strategies and then, together, decide if it makes sense for us to work together.

Step 2. Learning about your situation 

Through a series of conversations, we uncover the details of your financial situation. We discuss your long-term and short-term goals and priorities, the roles of your accountant, lawyer, and estate planning attorney and what wealth planning strategies you have in place. This in-depth discovery allows us to understand your total wealth management needs.

Step 3. Creating your customized plan

Next, we employ our sophisticated 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 including your accountant and attorney.

Step 4. Reviewing your plan to help stay on track

We will meet to review your plan and can evaluate investment results based on your goals so you’ll always be able to easily answer the question, ”How am I doing?”

Step 5. 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.