Financial Planning Process


Gather Data to Understand Goals and Objectives

Our initial discussion starts with determining your needs and objectives. We will help you set short and long-term goals as we get a deeper understanding of your financial picture. We also begin to determine your time horizon and tolerance/willingness for risk to determine an appropriate asset allocation.


Develop Financial Plan and INTEGRATE Investment Strategy 

We will design a specific plan to help meet your goals and objectives. This plan will be combined with our investment strategy so that all pieces are working as one efficient plan.  


Monitor, Review and Communicate Changes

We oversee your comprehensive plan to ensure it continues to work towards your goals. We communicate regularly to stay up to date on any significant changes in your life that could cause your goals to change. Each client has access to their own customized client portal which provides a full accounting of all managed accounts, performance, and other portfolio metrics.