Our Holistic Process

Beginning the Conversation

Introductory Meeting – Your Values and Vision

We will discuss your values and your vision of the future so that we fully understand your goals. We will help you identify and prioritize your objectives. We will explain how we work and will illustrate the importance of a disciplined investment approach. We will also discuss costs and fee structure.

Discovery Session

We will ask you to gather certain information and specific documents to bring with you so we can accurately discuss your needs, your investment risk tolerance and your financial management philosophy.

Financial Analysis

We will review your current arrangements involving your estate, investments, income and expenses, taxes, life Insurance and long-term care. After a thorough review, we will recommend strategies and tactics to help you meet your objectives.

Your Comprehensive Financial Plan

We will carefully review with you all recommendations. We will answer all your questions and, once you are comfortable, begin implementing your chosen strategy.

Follow-up Review

We will hold regular follow-up meetings to help make sure you are still on track to help meet your goals.

Contact us for more information.