Our Established Process
We use an established process that seeks to help grow and preserve your wealth. Our process is designed to make sure your goals drive the financial strategies we implement for your financial plan.
Discovery
What are you doing now?
Goals
What’s most important to you?
Risk Assessment
What market fluctuation are you willing to handle?
Recommendation
We’ll create a personalized recommendation based on where you are now, what’s most important to you and your risk assessment.
Review
During our regular maintenance review of your financial plan, we’ll make the necessary adjustments such as changes to your life, new goals and/or a change in your risk tolerance.