Our Process

When we start working with a new client, we believe the right culture fit must be in place in order for our team to do our best jobs supporting you. Before you become a client, we’ll meet with you to understand what your goals are and why you’re interested in working with us. Having the right personality fit is crucial because we form lifelong relationships with our clients and often serve families for generations.

Once we both decide to work together, you can expect the following process from our team:

Step 1: Discovery

Before we tailor your financial plan, we take time to understand the goals you care about, the dreams that motivate you, the assets you hold — and any other supporting factors that affect your wealth management.

Step 2: Strategy

Once we identify the characteristics of your unique financial life, we then design strategies to help you achieve your goals and dreams. We will connect your custom strategies into a forward-looking financial plan that serves as the map for your financial journey.

Step 3: Implement

We only implement your tailored strategies when you feel completely confident in our approach. Once you give us the go ahead, we’ll bring your financial plan to life and pay close attention to its performance.

Step 4: Monitor

From managing your investment portfolio to keeping a keen eye on market developments and more, we monitor your ability to reach your goals in every step.

Step 5: Revise

Life evolves, and your strategies should evolve with you. Whenever your goals or the markets change, we’ll revise your financial plan to help ensure you’re always on track to reach your financial destination.