Our Process

1. Identify - Your short and long term goals are identified, becoming the road map for your financial plan.

2. Gather Information - We gather information ranging from your assets and liabilities to your risk tolerance and retirement objectives.

3. Research and Analysis - The information you provide will be analyzed, and additional research conducted, to create optimal strategies toward acheiving your financial goals.

4. Develop Solutions - We will prepare and present a customized asset allocation analysis and implementation proposal. Together we will determine a financial action plan.

5. Implement - Our role is to ensure your action plan is implemented in an efficient and timely manner. A follow-up meeting is scheduled to review your investment strategy.

6. Monitor and Review - Portfolio reviews include updates in your investment portfolio, changes in your financial situation and other factors that change with time. Highly individualized client service is provided on a continual basis.