Our Investment Process

  • Initial Meeting

Our initial meeting is designed to help us gain a better understanding of your financial situation. We will gather all of your current statements and discuss your specific goals and the challenges you may face to achieve them. We offer meeting times and locations that are flexible and convenient to your schedule.

  • Prepare Your Comprehensive Wealth Plan and Present Recommendations

Once we have thoroughly reviewed all of your financial holdings in your existing portfolio including investments, insurance policies, and your tax status, we will determine where improvements are needed. We will create a plan that will meet your needs for capital preservation, appreciation, or income. Click here to view a sample proposal.

  • Implement Your Plan and Provide Ongoing Monitoring and Reviews

Once we agree on a course of action, we’ll implement all aspects of your wealth plan. Since your needs and objectives change over time, we will continuously review and monitor your plan.