Step 1: Discover

This first meeting gives everyone a chance to get to know each other. You get to share with us who you are, your values and goals, and the resources you want to put to work. We share what we do, why we do it, and how we are compensated. Given that conversation, if both of us feel comfortable moving forward, we will set up a meeting for the second step in the process.

Step 2: Propose

Using all the information gathered in the discovery meeting, we will walk you through our plan on how to pursue your financial goals. We want to make sure you understand exactly what we are proposing, why it is right for you, and the associated costs and risks involved with your plan. Once you are comfortable and confident with our proposed plan, we move on to the third step in the process.

Step 3: Execute

This is where we put the proposed plan into action. Utilizing world-class money managers, we will reposition your current assets to match the recommended financial plan. We will communicate the progress of this step with you on a regular basis until everything is in its place. If needed, we will also work closely with your existing financial professionals, such as CPAs and attorneys.

Step 4: Monitor

The best plan yesterday may not be the best plan tomorrow. We understand that life events can alter those dreams and goals, which is why we will have strategy sessions with you on a regular basis to continually improve your plan. In the time between those strategy sessions, we monitor and manage your ongoing financial plan, and will actively reach out to you if we feel changes are needed.