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Our Process

Our process begins with you.

We start by asking questions and listening intently. That’s how we design a wealth management plan that is uniquely tailored to you and your objectives. The entire process is collaborative, thoughtful, methodical, and focused on the long-term.

  • Get to know you, your family, and your goals 
  • Understand your risk tolerance 
  • Identify your needs, wants, and wishes 
  • To make the most of this meeting, review our What to Bring to Our Initial Meeting document.
  • Review financial statements, tax returns and other documents 
  • Analyze current portfolio and conduct a tax- and fee-efficiency review of existing investments 
  • Perform estate and wealth planning analysis   
  • Prepare an investment portfolio tailored to your unique needs 
  • Create a retirement plan and a strategy to optimize Social Security benefits 
  • Determine a detailed timeline, with key milestones  
  • Open new accounts, transfer assets, and implement wealth management plan 
  • Execute agreed-upon investment strategy 
  • Follow-up on action items to ensure they are completed 
  • Coordinate with your professional advisors and family members   
  • Evaluate your investment performance 
  • Meet regularly to discuss progress 
  • Cultivate and reinforce positive financial behavior 
  • Adjust based on changing goals, circumstances, and market conditions 

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