Our Process

Our Process

OUR PLANNING PROCESS*

The following steps detail our holistic wealth management process.

Step 1: Determine Financial Objectives
The process begins with a comprehensive analysis of your present financial resources, liabilities, and objectives (both short and long term). Your current situation, future situation, family dynamics, and feelings towards risk will be reflected in your objectives.

Step 2: Developing a Plan
The key to creating your customized plan is our disciplined approach to the process of incorporating financial products that are suitable to your unique financial goals and objectives. Our process encompasses your investment time horizon, risk tolerance, and tax considerations in the overall plan design.

Step 3: Implementation
We move forward only after you understand and are comfortable with all aspects of the plan. We rebalance the portfolio as needed when various factors drives sectors out of the range of the parameters we established.

Step 4: Tracking Performance
A key to a prudent plan is to work to make certain that your portfolio stays on track after our recommendations have been implemented. We will meet on a regular basis to discuss the performance of your investments and determine if any adjustments are needed.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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