We take a highly personalized approach to understanding what’s important to you, your business, family, and your legacy. We’ll guide you through our process to help you plan for your future while protecting and growing your wealth.
Most importantly, we are there every step of the way.
Introduction
We start by introducing you to our team, getting to know you personally, and sharing an overview of our process.
Discovery
We'll dive deeper into where you are currently in your financial journey and, more importantly, where you want to be.
Organize
You will provide us with account statements, estate documents, net worth statements, policies, and other documents for our analysis.
Develop
We will take the information you provided, analyze it closely, and develop your personalized recommendations with your goals in mind.
Plan
We review our analysis and recommendations with you and develop a roadmap of actions for moving forward in your financial plan.
Transition
Once we are aligned in investment philosophy, we will have detailed discussions about a transition strategy.
Collaborate
We will work as a team with your other advisors to ensure your plan is well-rounded and adequately documented.
Implement
We will have ongoing meetings and regularly scheduled reviews to work together in implementing your plan.
