Our Process

We’re dedicated to providing the highest level of service to our clients. Most of all, that means listening to the client and considering their unique needs at each stage of the process.

Step 1: Breaking the Ice

First, you’ll get to know your advisor. Together, we will discuss what’s important to you and work to discover your financial goals.
Step 2: Discovery
Next, your advisor will do a deep dive into your financial life, learning the ins-and-outs of your income and financial history, including:

Your current assets and liabilities
Your risk tolerance
Your income and expenses
A more detailed understanding of your needs, wants and wishes
Step 3: Analysis and Implementation
At this stage, your advisor will analyze your financial data and develop an investment strategy. Final recommendations will be made, and we’ll start working toward your financial goal.
Step 4: Maintenance and Reevaluation
You and your advisor will meet regularly to ensure you’re on track to reach your financial goals. This includes discussing and preparing for important life changes.