Broker Check

Our Process

Phase 1: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your financial objective to be. We consider your lifestyle, goals, risk tolerance, and time horizon.

Phase 2: Strategy

The primary goal of this stage is to develop an effective, long-term financial strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for lasting success.

Phase 3: Implementation

The objective of this phase is to successfully implement your financial strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase 4: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different approach, we are quick to make adjustments.