Our Process

Phase I: Discovery Meeting

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs, goals, and desires are. We ask a lot of questions from each other and collect information so that we can develop a formal retirement plan. We start to develop an understanding of what you want your investment capital to do for you as well as an understanding of how you view overall portfolio risk. During this initial meeting we will determine if we are a good fit for each other.

Phase II: Strategy

The primary objective of this stage is to develop an effective long-term investment and financial strategy that is custom tailored to the unique needs of each client. We work together to build a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. We strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s overall financial plan and investments on a regular basis to help ensure they are still performing in a way that meets their intention. Clients have website access to their financial plan and all investment accounts. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to adjust.