Our Process

Our wealth management process seeks to deliver a structured approach to developing and maintaining your investment plan.

Our thorough process is designed to allow you to help stay on track with your goals, and help you reach them. We aim to help you make the most of potential financial opportunity while seeking to avoid unnecessary fees and taxes along the way. A paper copy is available to you upon request at any time. You can also monitor your Envision® plan online. We can meet as needed help ensure that your plan remains in alignment with your goals, and allow us to make minor adaptations as they change over time. 

1. FIT MEETING

Not every advisor is a good match for every client.  At our initial meeting, we’ll introduce you to our process, approach, and how we are compensated. We’ll also get to know about you and your needs, and decide if it makes sense for us to work together.


2. DISCOVERY MEETING

In step 2, we’ll engage in an intense and thorough discovery process to help uncover the details of your wealth situation, including strengths, dangers and opportunities.  We’ll gain a complete understanding of exactly what you want your plan to accomplish, and how your other advisors fit into the overall strategy.


3. INVESTMENT PLAN MEETING

Now that we understand your current situation and goals, we’ll analyze what we’ve learned and define a clear wealth management strategy that focuses on your key issues and addresses potential problem areas.


4. MUTUAL COMMITMENT

Once defined, we'll guide you through implementation of your strategy.  We will assist you in establishing new accounts, initiating the account transfer process, and providing online access instructions.  We’ll also provide you with your own customized written plan, which organizes important information and details.


5. FOLLOW-UP

We aim to reach out about 6 weeks after you open accounts with us. We’ll connect to make sure you understand your statements and answer any questions.


6. REVIEW MEETINGS

After the initial execution of your plan, we can plan to meet to review your investment portfolio. Review meetings can help keep us up to date with any changes in your life, and you and your other advisors up to date. 


7. ADVANCED PLANNING

We will work together to determine if advanced planning is needed in your situation. If so, we together with your team of professionals will work together to execute an advanced plan. This might be meetings concerning business valuation or estate planning collaboration.