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Our Process

Our goal is to provide powerful financial planning and investment management strategies for you, so we utilize a planning-based process to get to know you, your needs, and your financial background. Our process has taken years to develop and is always evolving in order to provide the best client experience possible. 

Our multi-step process includes:

Needs Analysis

Using a goal-based planning approach, we customize each and every investment strategy to our clients and their needs. Relationships are everything at our firm and we never make any financial recommendations until we fully understand the client and their specific goals.

Knowing where you are today can help us plan for where you want to be tomorrow.

Portfolio and Asset Allocation Construction

We believe that an informed investor is a powerful investor which is why we educate you on our recommendations and answer any questions you have. We diligently screen investments, do our due diligence before presenting any recommendations, and believe in using different investment techniques to manage risk and volatility. Our ultimate goal is to help you sleep well at night knowing that your investments are in good hands. 

Investment Selection

Now, we implement our plan. Each strategy has its own unique, rules-based approach to maximize diversification. We keep you informed and updated on any changes if they occur.

Watch, Monitor, and Reallocate

We don’t just build a plan and then set it on the shelf to collect dust. We are always monitoring our clients’ managed plans and circle back as needed.

We meet with our clients on a quarterly basis to discuss their ever-changing needs. This personable communication helps us foster long-term client-advisor relationships.

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