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PROCESS

  • Goal Assessment

    We’ll sit down with you and create short, mid and long term goals.

  • Organize

    We treat organization like a tool. You’ll have all of your information, documents and financial team members ready whenever you need them.

  • Checklist

    We’ll generate a step-by-step guide of simplified actions needed to achieve your goals.

  • Investment Management

    Investment management consists of the day-to-day management of all your assets according to your goals, as spelled out in your Financial Plan.

  • Simplify

    We coordinate your financial team. As we move forward in your process our advisors will serve as your main resource for all financial planning & investment management needs.

  • Review Meetings

    Each year we’ll review progress towards your financial goals and make any adjustments needed.

  • Risk Review

    We monitor your finances for any potential threats and work to manage assets, review alternatives and evaluate cost/benefit analysis of implementing any changes.

  • Plan

    Your financial plan is the detailed map that we’ll draw, and follow to achieve your goals.

  • Communication

    Our team approach ensures that you have access to your advisors whenever you need them. All calls are returned the same business day. We even regularly keep office hours in the evenings and on Saturdays.

Client Access