Wealth Management, Combining the Art & the Science
Our process takes your constantly changing financial picture and creates a simplified structure that adapts and excels when you need it most. Whether you have a specific need or a host of financial questions, we develop a personal strategy that starts with you, and ends with success.
Getting to know you is the only way we can recommend a way forward.
Your unique goals and expectations are documented by one of our Certified Financial Planner™ practitioners. Our goal is to help you better refine your direction and take the first step toward making recommendations to more efficiently reach your unique goals. Understanding your investing temperament, your current asset protection, and your taxes are a few examples of how we begin to build your strategy.
To be successful in the stock market, we need a well-defined, efficiently built portfolio that combines your ability to take risk with targeted global asset allocation.
At this meeting, we present our analysis of your current financial situation and our recommendations for how we can help you bridge any gaps. This written action plan, called the Investment Policy Statement, forms the foundation for all of our work together.
It takes two to collaborate.
At this meeting, we make a mutual decision to work together toward achieving the goals that are important to you and your family. We complete the documents necessary to put your investment plan into action.
Your tax and estate plans take precedence in this meeting as we hone in on simplifying and consolidating your financial house.
Together, we will review our recommendations for how to better enhance, protect, and deploy your wealth. This meeting lays the groundwork for the simplified structure that will form the basis for your wealth management plan as we move toward execution.
Presentation of your wealth management plan and strategies for proper execution take the wheel.
We present our wealth management plan at our first Regular Progress Meeting so that together we can prioritize those areas of greatest importance to you and then begin to address each topic systematically.
Creating structure around you and your goals
We bring order to your financial life.
We help you follow through on financial commitments towards goals.
We provide a third-party perspective to avoid emotionally-driven decisions.
We help you anticipate life transitions and be financial prepared for them.
We assist you in getting the specific knowledge you need to succeed.
We work not just for you, but with you, to achieve your goals.