Our Disciplined Process

We have a clear process to understand your goals and develop appropriate recommendations.

Discovery Process
Identify your goals, values, dreams, concerns, and challenges.

Develop Investment Strategy
Determine risk tolerance, analyze current investment portfolio, develop asset allocation strategy, and portfolio construction.

Investment Strategy Meeting
In-person meeting to present recommended investment strategy.

Execute Investment Strategy
Open new accounts, transfer existing assets, conduct trades to execute agreed-upon investment strategies.

Follow Up Meeting
First statements, organization of paperwork, set up online account access and review online resources.

Develop Wealth Management Plan
Comprehensive financial planning, retirement planning, credit and lending, education planning, charitable giving, succession planning, etc.

Ongoing Management & Monitoring
Develop schedule for review meetings, monitoring of asset management, changes made as needed.