Our Process

Our financial process is analytical and logical. One step leads to the next.

Define: Through one-on-one meetings we develop an understanding of you, your family, your values, and your goals. We develop an understanding of your financial resources - what you have now and what you may have in the future. We develop an understanding of the claims on those resources - now and in the future.

Develop: Once your objectives are defined, we begin building financial models to determine how best to utilize your resources to accomplish your goals. We stress-test those models to see how they hold up in good times and in bad. The process is collaborative and iterative in that we solicit your feedback throughout about the risks you are willing to take and the tradeoffs you are willing to make. The action items become clear as we proceed.

Track: As your life changes, your plan should too. We will talk with you regularly to review your ongoing needs and goals and find out how our advice is working for you. We will help you adjust your plan as needed, and we will be here for you in the years to come with the financial planning and advice you need to keep on track with your objectives.


The Tools of Our Trade

We frequently find that investment accounts accumulate over the years without an overall plan or structure. Our leading edge technology allows us to consolidate all of your financial accounts into a global view. This is a critical part of our planning process as it provides a real-time picture of your financial assets. It also often reveals a much higher or lower risk profile than ideal for your goals and objectives, and can indicate whether the costs of investing through multiple providers can be reduced through streamlining the investment process.

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