Before our established and professional team can serve you, we must first get to know each other to help ensure that our collaboration is the best choice to meet your unique needs. We do this by spending time with you. During this time, we also provide the framework for how we think and operate so you have a clear understanding of what we do and how we do it.

Our next course of action is to come together as your financial counsel to carefully analyze the totality of information we have discovered. Together we look at your investments, other assets, liabilities, income, expenses, insurance, retirement goals and major purchase requirements. At times, it makes sense to coordinate among your other trusted advisors, such as your attorney and accountant, in order to simplify your plan and help ensure it is well-managed overall.

Once we receive your stamp of approval to transfer over your investments, together we work through the basics of investing (eg. What are stocks, bonds, and alternatives) and you learn how we tie it all together within your accounts. We work through investment strategies together making sure the strategies that we select are from a collaborative learning experience.

After your plan is implemented in alignment with your goals and our discussions, we will prudently and continually monitor its progress relative to your defined objectives. As we look to provide guidance beyond your wealth, part of our integrated planning means staying abreast of any changes in your life and advising when changes are needed with your custom plan. Expect our team to provide ongoing reporting of your account activity and conduct periodic reviews so we can be sure to cover all aspects of your financial future.