Our Process
OUR PROCESS
1. Listen - This is the most important stage of the planning process. You tell us what you would like your money to accomplish for you - retirement, college tuition, starting a business, living life to the fullest. We’ll also gather important information to understand what your financial position is now, so we can chart a roadmap to get from today to meeting your financial goals.
2. Identify - By listening, we can identify what time horizon your investment program will have, what level of risk is appropriate for financial success and peace of mind, and what social responsibility means to you and your investments.
3. Design - Once informed by your financial goals and objectives, we can design an investment plan tailored to meet your needs. We’ll go over this plan with you, taking the time needed for your understanding and agreement on our recommended course of action
4. Implement - We then implement the plan using the broad array of financial resources and access to markets available to us, at the most reasonable cost possible to meet our fiduciary responsibility to always put your best interests first.
5. Monitor - We will oversee your tailored investment program to ensure you stay on track in meeting your financial goals, making any necessary adjustments along the way.