Our Process
No two clients are exactly alike. Our relationships depend upon a deep familiarity with who you are, your circumstances, and financial goals. Together, we'll identify your needs, build a plan, and help you see it through.
Our Process in Action
Connect Meeting
We deep dive on your needs and concerns, and align on next steps. We believe partnerships work best when there is an open dialogue from the start.
Data Gathering & Goal Setting
We map out a plan to address your specific goals, and you give us access to the financial information and documents needed for us to start taking action.
Strategy Meeting
We meet again to review the proposed approach and investment strategies so you have a clear view of how every step we’re taking moves you closer to the future you want.
Implementation & Adjustments
You have access to a digital dashboard to track your progress. Our team stays in contact as we spot and analyze issues, rebalance your portfolio, and adjust your plan along the way.
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1. Connect Meeting
We deep dive on your needs and concerns, and align on next steps. We believe partnerships work best when there is an open dialogue from the start.
-
2. Data Gathering & Goal Setting
We map out a plan to address your specific goals, and you give us access to the financial information and documents needed for us to start taking action.
-
3. Strategy Meeting
We meet again to review the proposed approach and investment strategies so you have a clear view of how every step we’re taking moves you closer to the future you want.
-
4. Implementation & Adjustments
You have access to a digital dashboard to track your progress. Our team stays in contact as we spot and analyze issues, rebalance your portfolio, and adjust your plan along the way.
The 4 steps above are just the beginning.
We will maintain a dialogue between detailed quarterly performance reports and regular one-on-one updates. We’ll review developments and recommended changes to your strategy as they arise.
Ready to get started?