Our client process is based on and driven by the four classic pillars of Financial Planning:

  • Investment Management
  • Estate Planning
  • Tax Planning
  • Insurance Planning

We follow seven (7) discrete investigative and executional steps leading to the development of a credible and comprehensive strategy for every client in whose interests we act:

  1. Discovery: We develop an understanding of your goals, personal and financial.
  2. Financial Planning: We prepare an analysis of your total financial situation. We prepare projections and recommendations that balance the goals of tomorrow with the resources of today.
  3. Will & Estate Review: We help you address your estate planning concerns and goals.
  4. Insurance Analysis: We help you protect what you have worked hard to build.
  5. Investment Proposal: This is your recommended investment plan, approved by you.
  6. Ongoing Services: We track portfolio performance and give you timely updates.
  7. Regular Reviews: As your needs and markets evolve, we adjust your plan accordingly.

We review your portfolio performance with you regularly. We discuss – in detail – the appropriate changes necessary to keep you on track.

As part of that process you will receive detailed account statements, portfolio review statements, transaction updates and tax reports.

We conduct an exhaustive and rigorous annual review of your financial plan to ensure that it is meeting your immediate, mid-range and long-term expectations and needs.