Our Process
Our mission is to help your community and those you serve.
We support your goals and values, by building mutual trust and respect.
Our clients can count on us to invest significant time in understanding their goals, and to be as committed to their successes as they are.
Step 1: One of the most exciting moments in the process is Discovery, where we formally introduce ourselves, discuss your financial history, and outline the next steps.
Step 2: The Market Outlook meeting covers financial concerns, retirement planning, business succession, and tax impact on your financial goals.
Step 3: With a clear understanding of your objectives, we design a portfolio uniquely tailored to your financial needs.
Step 4: We meet annually to review and rebalance your portfolio to align with market changes and refined financial goals.
Step 5: Regular updates on portfolio performance, market trends, and key insights are provided between meetings.