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- Our Process
planning for an objective Point of View
There’s something more powerful than luck or coincidence to help bring financial independence within reach – planning.
As professionals dedicated to continuing education and a high standard of ethics, we leave nothing to chance. We coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio management, insurance, tax, estate, retirement planning and beyond.
The result is a unique plan that has the underpinnings of knowledge required to carry it forward, a plan that is thoroughly researched and vetted, yet flexible and responsive to life’s many transitions.
01
Understand
We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
02
Design
Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
03
Implement
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
04
Manage
Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing reporting of your account activity and by conducting scheduled reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
03
Implement
With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
04
Manage
Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
