We take the time to get to know you and your personal needs, goals, and objectives. We recognize that personal situations can change over time but our commitment to your financial security and service will not.
Client Discovery - Initial Interview
The client interview helps us define which areas of wealth management are important to you and what you can expect from us.
Goals and Objectives
Our process will help you define your goals and incorporates a planning perspective that makes sense for your objectives.
We work with you to define your cash-flow needs and strategies. This step will also encompass risk management including Insurance assessment, Tax assessment, and Estate assessment.
Plan Formation and Recommendations
After a thorough examination of your financial situation we will show you the best investment strategies to get you where you want to go!
Monitoring and Review
It’s important to review your investment and planning objectives on a regular basis with us to keep your goals and objectives on track. We will review your investments with you annually or quarterly depending on your needs.