Process
Our Process
Interested in learning how we work people just like you? The process is explained here.
Step 2: Discover
Getting to know you is our top priority. Through conversation we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. We will set clear expectations of how both of us will engage in this relationship, as well as fully explaining our services.
Step 3: Build
No matter what your goals may be it is our job to create a plan that fits you and your situation. We work with a wide scope of professionals to bring you the best product or service available. We present our recommendations to you in a simple manner that is easy to understand and lay out the necessary steps to implement. We mutually agree on a plan and complete the paperwork to finalize the process.
Step 4: Monitor
After your plan is implemented our relationship is not over. We continually monitor the progress of your financial plan to ensure it still fits your needs by meeting on a routine schedule. Your involvement in our relationship is crucial. We need you to inform us of any life changes so we can discuss how your new situation impacts your financial plan and any necessary adjustments to keep your plan on track.