Discovery
We listen to discover what is most important to you. We take the time to understand your personal, professional, and financial life goals, and gather pertinent information and financial statements.
Recommendations & Analysis
We analyze your current financial situation, including income, taxes, investments, and insurance, and identify specific areas that need to be addressed to accomplish your goals. We thoroughly discuss the risk/reward characteristics of different asset classes and their contribution to overall portfolio asset allocation. We will make specific recommendations aligned with your goals.
Implementation
We will ensure the proper distribution of your assets and coordinate the services of other professionals (such as your attorney or accountant) as needed to help implement your overall financial plan.
Monitoring
We will conduct regular periodic reviews to measure your progress against your goals and make revisions as warranted by market, economic or lifestyle changes.