Our approach to personalizing your plan

Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it. Our process is designed to give you a clearer view of where you stand, where you’re going and how you can get there. To customize your wealth plan and form a true partnership together, we follow this comprehensive six-step process.

1 Gather information

What brings you joy?This first step is crucial and gives our team time to get to know you. We want to know more about your family, your plans for the future and the things that bring you joy. We will spend our time together collecting data, such as information about your assets, liabilities and company benefits. This will help us better understand your risk tolerance and lifestyle.

2 Set goals

Where do you see yourself in 5, 10 and 50 years?Wealth management is about planning wisely for the future while still being able to enjoy the things you love today. With this in mind, we work collaboratively to set short- and long-term goals that act as guideposts for your financial plan.

3 Analyze and evaluate

Where do the opportunities lie?Understanding how your current situation relates to your stated goals is an important step in our process. We will identify and explain both the challenges to and opportunities for reaching your financial goals.

4 Recommendations & alternatives

What works for you?We will leverage our team’s extensive knowledge and experience to research and evaluate various strategies before recommending our proposed action plan for you. Together, we will discuss and agree upon actions to implement.

5 Implementation

How are we progressing?After mutual agreement on the action plan, we will move forward with implementation in a timely manner. We will provide you with a specific timetable so you’re aware of the steps we’re taking and when to expect progress updates.

6 Review

When is it time to reevaluate?This last step is about keeping a close eye on your progress to ensure our plan is working toward your goals. We will pivot as needed and generate new ideas as your financial life evolves. We will also evaluate and update your Investment Policy Statement on an annual basis.