Our Process
Understanding Personal & Financial Circumstances
Establish Priorities & Goals
Together we’ll establish your goals and priorities so we can work to tackle the issues that are most important to you.
Evaluate Current Plan vs. Possible Alternatives
After pinpointing your important issues, we look at your current plan and identify the benefits and/or pitfalls in your current course of action.
Develop Strategic Recommendations
We then tap into over 200 years of combined financial services experiences to come up with new ideas and potential alternatives that help us refine a sensible strategy, tailored to your set of circumstances.
Present Recommendations & Agree on Course of Action
Implement Strategy
Monitor Plan & Update as Needed
The most important step in our process is the on-going monitoring of your plan. Financial planning is an ever-changing field, and as your life moves through different phases, we may need to adapt your plan when new opportunities arise. We’ll craft an ongoing schedule to constantly stay in touch, provide updates and monitor your plan.
