Our Approach - Financial Planning

Listen

Our understanding your unique goals and objectives is paramount for your success. We want to learn your past investment experiences, present financial situation, and future financial expectations.

Planning

Once we’ve carefully listened and gathered all your financial information and objectives, we begin developing a comprehensive plan that evaluates and provides recommendations about your investments, insurance, and estate.

Implement

After we review the planning recommendations with you, we begin to effect the changes in your investment portfolio and coordinate with your other advisors, such as an estate attorney or accountant.

Manage, Monitor & Update

As the steward of your investments we remain focused on watching over and taking care of your assets so you can feel confident you are progressing steadily towards your goals. Review meetings are typically conducted semi-annually or more often if desired and of course we are always available by phone or email.

Financial Planning | Investment Process | Investment Philosophy