Wealth Management Process

We believe that financial decisions are best made in the context of a thoughtfully considered plan. The foundation of our wealth management process is to understand, organize, and manage our clients wealth. This is an ongoing iterative process, which is continuously updated and reviewed to assure that each of your financial goals is realized.

Our first goal is to understand you, your family, and your overall financial circumstances. We start by gathering and analyzing all the relevant financial data and planning documents. We then dedicate time to understand you and your goals for the present and for the future.

Once we have thoroughly assessed your financial matters and personal objectives, we organize everything in a manner that provides for clear and understandable recommendations. We do this by preparing a comprehensive study of your current financial situation and then creating a forecast to determine the likelihood of achieving your goals. We then work with you to develop a strategy for implementation.

Once we have agreed on a strategy, we manage the process for you. We implement our investment strategy and carefully tend to the needs of your portfolio. We monitor your plan, updating it each time we meet to make sure you are staying on course. Circumstances might change, and financial plans need to be flexible to accommodate these normal twists and turns. We will work with you as things change and you progress towards your goals.