The Process

 

To Provide wealth management, we follow a disciplined five-step process to keep you on track to achieving your goals. A disciplined process keeps us all focused on what’s important helping you live life the way you want
  1. Is there a fit?: During this introductory session we discuss our philosophy and approach to wealth management. We explain the financial planning process you will experience and the critical financial events that may occur during your life. We take the time to learn about you and clearly understand what is important to you.
  1. DiscoveryIf we agree there is a fit, we begin the process by assessing your current financial situation in detail. We gain a deeper understanding of your individual needs, goals and circumstances to help clarify your financial objectives. We review what is important to you in order to begin drafting your wealth plan.
  1. Strategy: We then go to work analyzing your financial and personal information to match your objectives with smart, time-tested strategies and develop thoughtful and creative solutions tailored to those objectives, drawing from a wide selection of world-class products and services. We prepare three documents that are critical to your success: your wealth plan, Investment policy statement and service plan.
  1. Solutions: You will receive a personalized and customized wealth plan outlining your ongoing financial planning process establishing clarity and accountability, and how we will monitor your progress along the way. We carefully review the document together to ensure you are comfortable and satisfied before implementing. Then we put the plan into action.
  1. Review: We don’t just create a plan and then toss it aside when we invest your money. We conduct regular reviews to keep you informed of your progress towards achieving your financial and life goals and make any adjustments to your plan along the way, ensuring your financial objectives are being met. This last step in the process never really ends, and is an ongoing part of your experience.