Our process is collaborative, comprehensive, and relationship-based. It is centered around our primary mission of serving you and your family by helping you identify and pursue your life’s goals. Based on 3 key initiatives: Design, Build & Protect, this life-based approach helps us design practical, real world solutions for our clients.
We believe serving you best involves having a complete picture of you as an individual, therefore our focus will not be solely on returns. We work closely with our clients to identify their life/financial goals addressing high priority areas such as vision, values, health, work, family, lifestyle, and financial comfort. We discuss and differentiate between needs, wants, and wishes, and then help our clients prioritize using a “Life Map.”
Once the root of the plan is in place, we design an investment plan consistent with these components, and the client’s risk tolerance.
The investment plan is built based upon a strong foundation of academic research, financial science, time tested data, and solid relationships with key partners who have demonstrated excellence in their respective fields.
Once the plan is in place, we implement a system whereby continuous monitoring and adjustments to the plan are made in accordance with client discussions, education and insights. Click Here to view a video regarding our process.
Our plan is transparent and effective, and it all starts with YOU!
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