white_horse.png

Your Life. Your Goals. Your Legacy.

Your Goals,

Our Approach

Hover over the wheel and discover our

six-step approach to holistic wealth planning.

process-01.png
2. Discover

Our advisors work closely with you to quantify your current and future investment objectives, risk tolerance, cash flow needs, and other financial considerations. These discussions enable us to create a personalized, recommended plan.

1. Engage

We start by listening.  The client/advisor relationship is about trust and collaboration.  A complete understanding of your goals, priorities, and concerns is the cornerstone to a tailored financial plan.

3. Design

A customized financial plan and asset allocation strategy will be designed for you and your family. This plan becomes a blueprint of your financial future. Your financial plan is a living document, evolving with your family.

6. Monitor

Ongoing dialogue is paramount.  We will meet with you regularly to discuss your portfolio, address questions, make strategic changes, and update your financial plan.

4. Recommend

Our advisors will meet with you, your family, and if you wish, your tax advisor and attorney.  These meetings are designed to explain the details of each investment strategy and recommendation. It is imperative that you and your loved ones have a complete understanding of your investment plan.

5. Implement

Once we have agreed upon your asset allocation strategy and our recommendations, it’s time to implement your investment plan. Our advisors will ensure a seamless execution of your family’s financial plan.