Process

To make your life easier, we follow a simple 3-step process to develop a holistic retirement plan with an investment management strategy that is aligned with your vision for your future.

1. Factfinder

First, we learn about who you are and what your goals are. Together we develop a comprehensive understanding of your current financial situation and your goals for the future. We learn about your risk tolerance, your return needs, and your ongoing financial habits.

2. Strategy

Next, we strategize about the best ways to get you from where you are today to where you want to be in the future. Because we’ve gotten to know you as a person, we can recommend strategies that are tailored to you, rather than taking a one-size-fits-all approach.

3. Implementation

After we’ve presented and reviewed our recommendations, we waste no time implementing your plan. You may have decades of retirement ahead of you, so we know how important it is to act quickly and start executing your strategies to pursue the most secure and comfortable retirement possible.
And of course, the relationship we create is enduring and ongoing. We continuously monitor your plan and portfolio and meet with you at least once a year to discuss updates and adjustments as needed.