Our Process
From initial consultation to ongoing support, we guide you through every step of the way.
1
Introduction
From the moment you schedule a consultation, we go to work for you – connecting you with an advisor suited to handle your unique needs. When it comes to first impressions, don’t settle for a handshake.
2
Discovery
It’s important for you and a financial advisor to get to know one another before working together. Whether you’re determining your vision for retirement, looking to finalize your estate plan or planning to retire soon, we will help you discover where your life and financial goals intersect.
3
Data Gathering
We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a wealth plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.
4
Proposal
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.
5
Implementation / Monitoring
We aren’t a “set it and forget it” firm. We set your wealth plan in action, then consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.
Discover how our tailored solutions can help you live the life you want
Send us a message and we’ll be in touch.
