DSC04265-min.JPG

Our Process

No two clients - let alone no two people - are exactly alike. Our relationships depend upon a deep familiarity with your circumstances and objectives. Together, we'll identify your needs, build a plan, and help you see it through.

 
 

Discovery Session

1

This is a no charge, no obligation get-to-know-you session. We discuss who we are and answer any questions. We'll talk about your goals and how our services might benefit you.

Data Gathering & Goal Setting

2

We will ask you to gather information about your finances. We'll research issues you raised in the initial meeting. And we will make sure we understand your concerns and objectives.

Analyze & Strategize

3

We analyze your situation from both a quantitative and qualitative perspective. What does the data say and how does it correspond with our earlier discussions?

Develop Recommendations

4

We'll sit down as a group and review scenarios. We make sure our recommendations are informed by a variety of perspectives.

Implementation

5

We’ll review our findings, make sure we answer any questions, gauge your comfort level, and detail how to act . We’ll give you a complete written understanding of our plan, process, and policies.

Monitor & Make Adjustments

6

We will be in contact to review strategy and discuss any questions you have. When the situation dictates, we will make adjustments and make sure you understand why.

 
 

The 6 steps above are just the beginning.
We will maintain a constant dialogue for as long as you remain clients. You will receive detailed quarterly performance reports, we’ll have regular one-on-one updates, and we’ll review developments and recommended changes to your strategy.