01. Discovery Phase
Discovery phase where we get to know you and the people who are important in your life. We aim to understand your goals, time horizon, risk tolerance, and need for liquidity.
02. Gather Data
Gather all qualitative and quantitative financial and personal data such as cash flows, brokerage statements, and retirement plan information.
03. Analyze Data
Analyze and evaluate all of the data, documents, and financial information through sophisticated financial planning software.
04. Develop the Plan
Develop the long-term comprehensive plan including a formal investment policy statement (IPS) and strategic asset allocation.
05. Implement the Plan
Implement the recommendations of the plan by identifying and helping to select specific strategies, solutions, products, and services. In this stage, we will work closely with your other service providers and professionals.
06. Monitor the Plan
Constantly monitor and review the plan to make sure the client is on track to reach their targeted goals and objectives.
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Get the answers to your financial questions by contacting our professional advisors TODAY.
We work with people who are seeking in-depth financial planning and independent investment advice so that they have the confidence and knowledge they need to navigate the complexities that wealth management brings. Our clients range from executives and professionals, small-business owners and entrepreneurs to corporations and fund managers.