Working With Us
What should you expect your journey to be like?
01
Getting to Know You
We want to get to know you and your family, discussing your goals and preferences to identify what is most important to you. We will also have an initial portfolio review and address any areas of immediate concern or opportunity.
02
Creating your Financial Plan
Partner with us as we develop your financial plan. During this process we help to show the effects of different strategies or choices and how that may impact your financial future. This is something that we will continue to go back to as your life changes and we can spot-check to ensure you are on track in achieving your dreams.
03
Develop your Portfolio
Once we create your financial plan we will build a portfolio specifically tailored to your needs and risk tolerance. We use the plan as a model to help identify what level of portfolio risk would help maximize your planning success. We will have in-depth discussions around what you are looking to accomplish and our methodology to help get you there.
04
Implementation and Adjusting
At a minimum, we schedule quarterly meetings to access your progress-to-goals and adjust investment strategies to keep you on track.
