Our Process

1. Listen:

Our first meeting is an opportunity to discuss and define all of your unique goals, both short term and long term. We'll talk about your needs and concerns as well as your risk tolerance; from there we can begin to develop a suitable investment strategy.

2. Gather:

To help with the planning process we'll gather important documents like tax returns, brokerage statements, bills, expense reports, and investment returns.

3. Analyze and Develop:

The next step is to analyze your financial information, taking into consideration your current income, investment preferences, tax bracket, liquidity needs and family circumstances to prepare a custom, personalized investment plan.

4. Review:

We'll review the plan together so we can answer any questions. We will always make sure all of your concerns are addressed before moving forward with the implementation of your financial strategy.

5. Implement:

Together, we'll put your plan into place to help achieve your financial goals.

6. Monitor and Adjust:

One of the most important elements of effective financial planning is the ability to be dynamic. We can meet as often as you wish, in response to changes in life circumstances or financial situations, and we'll stay in touch through periodic updates and checkpoints. Continuous monitoring ensures that your financial progress stays on track.