Our Process

  1.  Complimentary Initial Consultation

This meeting is designed to acquaint you with our services, give us an opportunity to understand your unique financial concerns and provide you with specific information regarding our practices and fees. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

  1. Exploration Phase

Based on our introductory meeting, we will discuss in more detail your personal and financial goals.We will delve into more of the details of your situation and sketch a preliminary financial plan.

  1. Detailed Planning

We will work to deliver a comprehensive financial plan based on your goals, where you stand now, and what actions will be needed for you to achieve your future goals.This might involve goals such as retirement savings, early investment options, risk mitigation, insurance needs and estate planning.

  1. Investment Management

We offer customized investment portfolios to meet your needs and match your risk tolerance as you work toward achievement of your goals.We provide semi-annual reviews of your investment performance.

  1. Ongoing Review and Advice

We recommend periodic review of your financial plan and may recommend course adjustments along the way.