Team Approach
Our unique approach consists of collaborating with you and your other trusted advisors to build the financial plan that suits your distinct financial objectives. Our in-house team of financial and CPA professionals offer a more comprehensive service with multidisciplinary perspectives that can help protect you from unexpected events that a single advisor may overlook. You can feel comfortable contacting any member of our team for help or guidance. We are all dedicated to serving you and helping you attain your financial goals.
Our Process
Identify
Together, we define your personal and financial goals, discuss short-term and long-term time frames, and discuss how you feel regarding investment risk.
Analyze
We consider all aspects of your situation to determine what you need to do to meet your specific goals. We may analyze your assets, liabilities and cash flow, current insurance coverage, investments, or tax strategies.
Strategize
We review our financial recommendations based on your risk profile and past conversations, explaining the rationale so you can make informed decisions.
Implement
Once your full financial plan is established, we will activate and implement the agreed-upon strategies.
Monitor
As you work towards your goals, your team will monitor your progress and your investments to make sure they’re staying on track.
Review
Your team will check in from time to time, reviewing your situation and making any necessary adjustments to the recommendations based on changes in your life.