What to Expect
Given that we’re a small independent firm, you’ll always be working directly with your financial planner, and we’ll partner with you to make critical decisions for your future. Our process is centered on understanding what matters most to you and seeing that your hard-earned wealth can translate into a strong financial future.
You can rely on us to not only give you personalized and unbiased recommendations — but to provide you with the education you need to put our advice into action.
Step 1:
Establishing Your Objectives
The relationship begins with an initial complimentary consultation to learn how we work, the value we provide and costs associated with working together.
Step 2:
Gathering of Information & Data
Understanding all relevant data, such as your time horizon, tax returns and investment accounts, helps us determine strategies for you to reach your financial goals. At this stage, you’ll provide us with the details so we can see your financial picture in its entirety.
Step 3:
Analyzing the Data
By reviewing your situation, we’ll figure out the feasibility of your goals based on your current situation and begin to determine areas of opportunity.
Step 4:
Developing a Plan
Using our years of experience and knowledge, we will come up with various investment solutions and financial recommendations that align with your goals, needs and risk tolerance.
Step 5:
Presenting the Plan
Together, we’ll walk you through our recommendations and will take a look at multiple different scenarios, and the implications of each solution.
Step 6:
Implementation of the Plan
To fully benefit from the plan we’ve created, we will collaborate to take the actions necessary to implement the plan. We’ll take care of certain items, and you’ll have specific directions for actions to take on your end.
Step 7:
Monitoring & Adjusting
Moving forward, we will monitor progress and adjust future plans based on your life changes.
Let’s Get Started