Our Process

We follow a step by step planning process used to align your risk tolerance with your
portfolio in a proven way:

Step 1.

When we first meet our objective is to review your particular situation, your overall goals and gather all the relevant information specific to your situation so that we can start and develop a solid understanding of where you are and want to go. Identifying your larger scale goals and the objectives through an in-depth discussion of your financial situation, time frame, risk tolerance and expectations is the best approach for aligning our planning skills with your reality today.

Step 2.

Next we'll work with you to clarify and help you to set specific goals. The process helps us to develop clarity about your goals and objectives. Establishing your investment profile from your needs analysis, an initial suggested asset mix is selected based upon your unique goals and objectives and profile.

Step 3.

We then complete our initial analysis. We create and deliver a detailed analysis of your
situation. Recommendations are specific to the plan of action. Along with the in depth
analysis, we will review and outline our suggested recommendations for action.

Step 4.

Your solution is customized ready for implementation. We will then start your particular
plan in motion through use of the chosen financial instruments and arrangements.
Custom portfolio design selection and implementation of specific investments to
coordinate with your asset allocation strategy.

Step 5.

Periodic review and adjustments ensure your progress. We meet with you periodically to review your investment performance, changing needs and circumstances and take action accordingly.

 

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