Our Process

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

If we decide it’s a good fit and we choose to work together, a list of required items will be provided to bring in or upload to our eMoney client portal. To create a comprehensive and flexible plan, we need more than just investment account statements. Upcoming life events, lifestyle, Mortgage statements, tax returns and more are all taken into consideration.

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).

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.

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). Your plan is available through our mobile app or your computer to contemplate at any time. 

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.