Our Process

Step 1

Identify your goals, values, dreams, concerns, challenges

Step 2

Determine risk tolerance
Analyze current investment portfolio
Develop asset allocation strategy
Portfolio construction

Step 3

In-person or Zoom meeting to present recommended investment strategy

Step 4

Open new accounts
Transfer existing assets
Conduct trades to execute agreed-upon Investment Strategies

Step 5

First statements
Organization of paperwork
Set-up online account access and review online resources.

Step 6

Comprehensive Financial Planning
Retirement Planning
Credit and Lending
Education Planning
Charitable Giving
Succession Planning

Step 7

Develop schedule for review meetings
Monitoring of asset management
Changes as needed