Our Process

man hand holding compass over map

We’re all about you.

When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.

As the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create – and fund – the life you’ve always wanted. And we’re here to help keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.

Let’s build a financial plan that puts you at the center of it, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves as your life does.

Here’s how it works:

Advisory Process

Understand

We begin simply by getting to know you. Through questionnaires and face-to-face conversation, we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this “onboarding” process, we will make you fully aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning.

Advisory Process

Design

Once we have a full understanding of what you want, we can begin designing a fully customized plan for your short- and long-term goals, whether it’s securing a comfortable retirement, paying for a child’s education, purchasing a second home or just saving a bit more each month. We present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.

Advisory Process

Implement

Next, we put your financial plan into action. We select the specific account types, investment products and services identified in the design stage and build your portfolio to your specifications. We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account.

Advisory Process

Manage

Once your plan is implemented, we continually monitor the progress of your financial plan to ensure it keeps working for you. But your involvement remains crucial. Should you experience a life change – marriage, birth, a new job, a new home – we can discuss how your changing situation impacts your financial plan, and the process begins anew. This is where we’ll recommend – and make – any necessary adjustments to keep your plan moving forward.