Our Process

Identifying goals – The first step in achieving financial success is to have an attainable goal. By taking the time to learn about a client’s lifestyle and interests, we are better able to understand their goals. Every person has a different goal they want to accomplish. Helping reach those goals is the single most important aspect of our job.

Analyzing Situation - Every client has a unique situation. Understanding the whole financial picture is imperative. Without understanding the whole financial picture, you cannot properly develop a sustainable plan to achieving goals. Understanding current net worth, taxes, estate situation, and lifestyle spending are just a few areas we analyze when providing recommendations.

Developing a plan - Only after a comprehensive analysis of a client’s lifestyle and situation are we then able develop a sound plan. We run through an exhaustive process of determining how much risk our clients would like to take. A plan is only effective when risk is properly assessed. We also let you know what you can expect from the strategy, constantly being clear. We develop our plans always in the best interest of the client. We believe the best way to develop a plan for our client is to constantly enhance our existing relationships with them. We are able to do this by getting to know our clients on an intimate personal level.

Implementation - With our diligence process on getting to know our clients on a personal level, we are then able to implement a sound plan. We understand people’s lives and goals do change with time. We make sure to monitor these implementations and make adjustments when suitable. We will monitor your investment portfolio to make sure your investment objectives are being satisfied. We consistently maintain contact with our clients by providing them with monthly newsletters, economic updates, and review reminders. All depending on your needs, we can set up account reviews as frequent as you wish.

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