Our Wealth Management Process

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Step 1 - We Begin By Listening
We spend time getting to know your goals and objectives before developing a suitable investment strategy. Through a personal interview process, we identify your short and long-term financial objectives. We discuss your current financial situation and where you would like to be at defined points in time, as well as the level of risk with which you are comfortable. 

Step 2 - Developing Your Plan
We will thoroughly analyze the information you have provided. We consider your investment preferences, income and liquidity needs, and the tax situation and circumstances of your entire family. From here, we prepare an investment plan. 

Step 3 - Presenting Your Plan
We will guide you through your financial plan.  You will be able to confirm our interpretation of your investment goals, and modify if necessary. Once this is done, we will review specific financial planning recommendations for your consideration. 

Step 4 - Executing Your Plan
We will develop an action plan to implement the recommendations you decide to move forward with.

Step 5 - Ongoing Review 
Our firm will prepare periodic updates of your financial position.We will meet with you to review your planning strategies to address any changes to your financial situation or family circumstances, and to monitor progress against the action plans.