Goals Focused and Plan Driven Opportunities for Success
Financial planning and wealth management are ongoing processes, which is why we offer knowledgeable guidance as you set and achieve your financial goals. From accumulating wealth through building a portfolio to planning for retirement, our process is informative and easy to understand from the start.
Our approach and the frequency of our meetings are tailored to your specific financial objectives and preferences. We prioritize your goals in order to handle the complexities so you can get back to focusing on what matters most to you.
Our Simple and Straightforward Process
Step 1:
Discovery Meeting
Through an initial consultation, we’ll get to know each other to see if we are a good fit. During this time, we'll discuss your goals as well as your current financial picture. By discovering what’s important to you, we’ll determine how we can help you move forward.
Step 2:
Data Gathering
Next, we’ll begin gathering data and analyzing your financial situation. Together, we will develop a clear understanding of your specific needs, assets, liabilities and risk tolerance.
Step 3:
Plan Development
Our team will take into account your needs and your vision for the future as we build and present to you a tailored strategy and investment portfolio.
Step 4:
Plan Implementation
During this time we will implement the developed strategies and partner with your CPAs, estate attorneys and insurance professionals, as needed, in order to execute on all aspects of the plan.
Step 5:
Ongoing Monitoring and Reviewing
We will schedule a follow-up meeting during which time we’ll address any and all outstanding action items. Over time, we’ll consult with you to make recommended adjustments and work together to keep your plan on track.
Ready to Get Started?
