Our process
Our four-step process is focused on defining and articulating specific goals and implementing a plan to reach them. It has been developed through many successful years of working with high net- worth individuals and families, professionals and business owners.
1. Discover
- Take a holistic assessment of your current financial situation
- Define and articulate specific financial and personal goals
- Outline personal risk tolerance and investment timeline
2. Create
- Design a tailored investment plan to achieve your financial goals and objectives
- Recommend a portfolio construction and asset allocation strategy
- Create and implement education, retirement and legacy plans
- Find approaches to minimize tax liabilities
3. Review
- Establish an attentive process to confirm that the current investment plan is optimal
- Collaborate with attorneys and tax professionals to confirm proper portfolio configuration
4. Modify
- Analyze the current investment situation through consistent formal performance reviews
- Establish flexibility to changes in your personal life and the world around you