Our Process
Initial Consultation
We listen. Share your financial goals, ask the tough questions and tell us what you expect from a financial services firm. If you decide we’re a good fit, we’ll move forward together.
Data Gathering
We’ll send you a Financial Questionnaire, Risk Tolerance Worksheet and a Helpful Documents Checklist. From the start, our team is available to help with any questions or concerns.
Planning
We take all the information you provide and apply individualized strategies to create manageable steps toward your financial objectives. We don’t believe in a cookie-cutter approach to financial planning.
Plan Presentation
Once we’ve developed your plan, we’ll meet to share our ideas and the rationale behind our suggestions for your financial portfolio. It’s your opportunity to ask questions or share any concerns you have.
Implementation
If we’re all in agreement on the plan and you decide to have us manage it, we’ll work together to put your plan into action. Throughout the process, we’ll keep you up-to-date every step of the way.
Plan Updates
Financial markets and life events can affect the road to your financial goals. We monitor your plan and provide updates to keep you motivated to stay the course. You can contact us any time to discuss your plan.