1. Getting to know each other
Learning about you is where every conversation starts. Like any relationship, working together takes trust and communication. This deep understanding of your situation is the foundation for our future relationship.
2. Developing a plan
A well thought out financial plan can help eliminate the noise that comes with ever changing news cycles and market activity and help you focus on enjoying life.
Once we have established that we are a fit for each other, we immediately begin to partner with you to develop an in-depth financial plan tailor made to your unique goals and objectives.
During this stage we may ask to collaborate with your tax and legal professionals to consider all aspects of your plan.
3. Implementing our strategies
Once we have collaborated to design your customized financial plan, we then select investment solutions to align with your plan and unique needs.
4 Evaluating our progress
Your financial plan is not a static document. We regularly connect with you to assess the progress of your plan and to adjust as changes occur throughout your life.