Our Process

Our process has been developed with the tenants of the Certified Financial Planners process. The first thing we do is take the time to fully understand you and your family's goals and objectives. We then develop a personalized wealth management plan, which includes portfolio management, financial planning as well as tax, estate and insurance planning. We act on the plan and proactively and periodically review your personal wealth management plan to ensure you are on track to achieve your goals.

Our process:

  1. Understand your present situation
  2. Clarify and outline your goals and objectives
  3. Prepare and analysis
  4. Provide a written plan
  5. Act on the plan (implementation)
  6. Monitor and periodic review of your plan (update)