The Process

Providing financial and investment advice is a complicated endeavor that requires careful and deliberate preparation. A "cookie cutter" approach resulting in a five minute financial plan is not in your best interests. Every client is different, and we provide advice that is relevant to your unique situation. The following is a brief outline of the steps we take in providing financial and investment advice. Please contact us for a more complete discussion of how we can help you.

1. Free Initial Consultation - In this initial meeting, we listen to you to determine how we can best serve your needs.
2. Data Gathering - We gather information about you to ascertain your goals and expectations. We have you complete a detailed questionnaire that will assist us with this vital step.
3. Evaluate the Client's Information - We are committed to understanding your financial situation before we make any recommendations. We analyze and determine your financial status during this part of the process.
4. Developing and Presenting the Financial Plan or Investment Advice - We provide personalized financial and investment advice according to your unique financial status, risk tolerance, financial objectives, and personal values.
5. Implementation of the Financial Plan or Investment Advice – Our clients are under no obligation to act on our suggestions. Upon request, we will provide basic assistance to you in implementing our financial planning recommendations. We also offer Asset Management Services, where we will be given discretion to implement your chosen investment strategy.
6. Monitor the Results - An initial financial plan or investment strategy is only the beginning of a process that requires continuous review in light of changes to your financial status and the external economic environment.