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Our Process

For each new client, we follow the engagement process outlined below. 

  1. Schedule a complimentary consultation with one of our financial advisors.
  2. Identify and prioritize your financial goals.
  3. Gather data to illustrate your current financial situation.
  4. Then, our team will analyze and evaluate where you are today compared to where you want to be in the future.
  5. We’ll research products and practices that give you the best chance for achieving your goals.
  6. You’ll meet again with an advisor to review our recommendations and your financial plan.
  7. We’ll discuss, support, or revise your plan as needed, and once you feel comfortable with the approach, we’ll implement it.
  8. You’ll complete paperwork with our client service team to open or move accounts. 

Once your financial plan is in motion, we’ll get back together periodically to review performance, update goals, and adjust strategies as needed. Throughout the year, we’ll rebalance your portfolio to maintain proper allocation and communicate with you via our blog about critical factors that affect your financial situation.

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