Our Process

Our Process

  1. Gather Information: The first step of any journey is to know your current position; only then can directions help. Let us help you gather the right information to chart the path forward.
  2. Analyze and Prioritize: Financially, what are your strengths? What could use improvement? With the information you provide, we will provide a road map that focuses on the goals that are important to you.
  3. Develop the Strategy: The investment we choose must fit the goals you’re trying to meet. We will provide an overview of performance expectations, discuss the liquidity of the investment, what risks are involved, and the associated costs involved with the investment.
  4. Implement Strategy: Working with a world-class group of money managers and investment professionals, we will build a comprehensive portfolio strategy specifically tailored to deliver your financial goals.
  5. Ongoing Review and Monitoring: Quarterly calls and semiannual meetings will help ensure that we stay on the path toward accomplishing your objectives. These scheduled talks will allow us to provide you with a narrative on the statements you have received, while allowing us to discuss any changes to the account that might be needed.
  6. Remembering the Handshake: We are humbled to serve as your trusted advisor. As such, we believe in returning phone calls and e-mails within 24 hours of receiving them. If you have a question or concern, at any time for any reason, rest assured you will speak with a familiar voice and not a call center.
  7. Time Marches On: As time passes, naturally your goals will change. We believe in providing comprehensive financial planning. Whether you are planning your retirement or planning your estate, we have the resources and expertise to lead no matter what stage of life you are in.
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