1 - Discovery
We want to gain a deep understanding of what matters most to you as well as the challenges you face in accomplishing your most important goals. This will help us know whether we’re the right firm to assist you in making even smarter decisions about your money. If we are, it will also help us to create a wealth management plan for you.
2 - Investment Plan
Drawing from the information gathered during the Discovery Meeting, we will provide you with an actionable Investment Plan that can help work towards achieving your investment goals. This meeting will also provide a basis to determine whether we should move forward in our process.
3 - Mutual Commitment
Our ideal outcome for this meeting would be for us to both make the mutual commitment to working together and begin that process by executing the necessary paperwork. Once the engagement is official, we will commit our team and all of our resources to helping you work towards the possibility of achieving all that is important to you.
4 - Investment Consulting
Investment Consulting includes the management of all investment elements working towards maximizing the probability of our clients achieving all that is important to them. This includes portfolio performance analysis, risk evaluation, asset allocation, assessment of impact of costs and taxes, income needs and investment policy statement review. Additionally, we will provide an overview of our robust client portal where you are able to access your accounts and provides a comprehensive look at your entire financial picture.
5 - Advanced Plan
In collaboration with you and your trusted professionals, we now begin to construct your Advanced Plan. The goal of this process is to address the four key areas of your financial life beyond investments, including wealth enhancement, wealth transfer, wealth protection, and charitable giving.
6 - Regular Progress
Our belief is that financial management is an ever changing process and that the personalized attention you receive today extends long into the future. We communicate regularly to learn about any personal or financial life changes that may warrant adjustments to your overall allocation or the securities that comprise your portfolio. Our experienced team is skilled in addressing the unique complexities and concerns that affluent individuals face and, having managed assets through a wide range of market cycles, understands the importance of adopting a long-term perspective and maintaining a consistent approach.