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Our Process

First Greeting

By phone or in person, we get to know each other and determine if we want to go forward. We talk about our investment philosophy, services and advisory process and explain fees. Questions welcome! (usually 10 -30 minutes).

Gather Data

If we decide to work together we will provide you with a list of items to bring in. To create a comprehensive and flexible plan, we need more than just investment account statements. Mortgage statements, tax returns and upcoming life events are all taken into consideration.

Second Meeting

At this meeting, we confirm the gathered data, discuss your financial goals, and perform a Risk Analysis Questionnaire to help us ensure your assets have the best potential gain given your comfort level. (usually 1 hour).

 

Analysis

Once data is collected, it is entered into sophisticated financial planning software which creates several scenarios to allow you to see the potential impact of your decisions. This helps us identify opportunities and develop strategies.

Recommendations and Action Plan

Your custom plan is as unique as you are. At this meeting, we present the information and recommendations, written in plain English, for you to keep and consider. (usually 1 hour).

Ongoing

Should you decide to go forward with ongoing Financial Management, we will establish a periodic meeting schedule to make adjustments to the plan. We encourage you to call whenever you have any questions or if your situation changes.