Our Process

The tempo of life today is challenging, and so planning for your financial future likely gets pushed back a little further every day. Our team can help you find balance by creating a highly orchestrated plan, so you feel at ease about shifting your focus to other things in your life that need your attention.

This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client, and outside professionals if needed.

1. Understand

To begin with, we listen to what you have to say in regards to your personal goals, current financial situation, investment experience, and risk tolerance. You need a partner capable of understanding your unique circumstances. Our professional approach, coupled with individual attention, results in a rewarding personal relationship with each of our clients.

2. Develop

 Our team analyzes the information you share with us and develops strategies intended to help work towards your objectives. Each of our clients' circumstances are different. With no single plan fitting every individual, we work to understand your financial objectives, time horizon, attitudes about risk, and expectations for returns. Once we've listened to your vision, values, and goals, then - and only then - will we create strategies designed to help you work toward your objectives.

3. Implement

In this step, we execute your customized strategy using the extensive tools available to us through LPL Financial. This involves the selection of specific account types, investment and insurance products, and optional services. We then complete the necessary paperwork in a coordinated approach.

4. Manage

Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. Your personalized plan will be managed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

5. Constant Communication

Unlike the experience found in some other firms, we offer one-on-one attention and exemplary, personal service. We provide ongoing reporting of account activity and constantly conduct account reviews as we strive to establish a long-term relationship with each of our clients.