The Process:

  1. Working together, we determine the client’s goals and objectives during an initial interview.
  2. After receiving client information, we analyze client data as well as set up a personalized plan to best fit each individual’s needs.
  3. With the client’s input, we evaluate recommendations and alternatives to align optimal solutions ideal for achieving stated goals and objectives.
  4. We implement the optimal solution then monitor the goals and objectives through active risk and tax management using strategic asset allocations along with the client’s risk tolerance profile.
  5. Based upon client’s needs, we meet on a regular basis to re-evaluate the stated objectives and goals while adjusting where necessary.