Our Process

Our first priority is helping you take care of yourself and your family.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

 

Our Process

Discovery

We start by getting to know you, your goals, concerns and financial profile. By gathering appropriate information and having meaningful conversations, we can understand your overall circumstances and begin to address issues or determine opportunities within your unique situation.

Solutions

We then develop a plan designed to preserve, manage and, ultimately, transfer our clients’ personal wealth based on our Discovery phase. In this step we identify strategies best suited to support a client’s specific circumstances and agree on a path forward.

Implementation

Once the plan is agreed to, we assist in the implementation of the various plan components as appropriate. We will provide professional services within our scope of expertise and coordinate with clients’ attorney, accountant or other advisors at their request*. This step assures a solid foundation for our clients’ plans and future management.

*Specific individualized tax or legal advice is not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

On-Going Advice

After the Implementation phase, we provide ongoing advice, management, and service under a written contract outlining our duties and compensation. We meet regularly with our clients to review their financial position, prior-period activity and look ahead for challenges and opportunities. We are also available, as needed, for issues that may arise throughout the year. We believe that financial management is a process rather than an event. Years of experience have prepared us to guide you through your life transitions.