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Our Financial Planning Process

Helping create restful nights.

We help create restful nights for our clients knowing they have a plan that can render the market’s daily ups and downs irrelevant to their future prosperity.

Our streamlined process helps you focus on the things that matter most so you can enjoy your life more. Together, we create a thoughtful plan that gives you the best odds of realizing your most important financial goals.


1. Initial & On-Going Discovery

Sitting down with you and your family, we take the time to understand your unique goals, issues, and to learn more about your concerns around your wealth and your life. What are your plans and goals? What are the risks and opportunities most relevant to you? How do you currently address these matters? What should change?

2. Building a Foundation

Once we begin learning where you are, where you’d like to be and what’s most important to you, we'll begin assembling all of that input into a plan for you. We’ll collaborate with you and your other tax and legal advisors to consider your values, tax and estate issues, risk factors or special needs unique to you to develop a well thought out plan that will help you navigate the next chapters of your life.

3. Advanced Planning

Going well beyond investments, we'll help you take deliberate steps to address your most pressing concerns.  Advanced planning helps you address areas such as business succession or charitable giving plans or helping you facilitate family meetings to prepare your loved ones for potential inheritance.  All of this is done to help you accomplish what's most important to you. 

4. Tracking Progress

Your plan is written into an Investment Policy Statement that serves as a roadmap describing how your investments will be handled in a coordinated fashion and in line with your big picture planning needs. Easy 24/7 tracking is made available for you to check performance of your investment portfolio and monitor the ongoing status of your wealth management plan. Perhaps most importantly, we make ourselves available whenever needed to meet with you to review what’s on your mind and talk through how we can continue to best help you stay on track.  

Let us help you focus on your destination so you can enjoy the ride. Get started today!