It all starts with you

Understanding your needs and goals

We begin by asking questions to understand you and your financial objectives.  Together, we identify your goals, values, challenges, risk tolerance, and any special concerns that you may have.  Often this stage of the process will include our constructing a comprehensive financial plan, analyzing topics such as retirement planning, income, social security analysis, estate planning, and legacy planning. This plan enables us to establish and track your progress towards meeting your long-term planning goals.  

Providing ongoing solutions through investment management and planning

We then develop a personalized investment strategy tailored to your specific goals, risk tolerance, and investment time frame.  After determining your recommended asset allocation mix, we proactively manage your portfolio to take advantage of new investment opportunities and to allow for changing market conditions or changes to your goals.  By establishing an investment plan that achieves the appropriate balance between reward and risk, and by managing prudently and articulating clearly along the way, we seek to provide a confident and comfortable path to meeting your investment and lifestyle goals.

Reviewing our path and progress toward meeting your goals

As we move forward, we schedule review meetings as often as you wish and contact you as necessary to help ensure your financial objectives are being met.  As part of our review, we update your financial plan as needed, typically every one to two years or as major life events occur or goals change.  Our accessibility for you is important to us, and we are readily available by email or telephone throughout the day to address your needs.  We also offer online and mobile access to your accounts.