Our Process

We begin by sitting down with you to better understand your goals. This process is very important as it allows us to decide if our firm is a good fit for you and vice-versa. We will ask probing questions to clearly understand your objectives and the details of your current financial situation.

If we mutually decide to go forward with the relationship, our team analyzes your current financial accounts to decide if changes are warranted. We will thoroughly research and review your investment holdings and insurance policies.

Next, we design potential alternative strategies and thoroughly discuss them with you. We will clearly explain suggested changes and answer any questions that you may have. Each client's portfolio is customized based on risk tolerance and time frame.

Once we have mutually decided on the adjustments to make to your financial portfolio, we begin implementing them. Our team will walk you through this process. Accounts may be established, transferred, and/or funded during this process.

Periodically, we monitor your investment and insurance strategies and conduct face-to-face or conference call meetings. In these meetings, we will discuss any changes in your life that might be cause for necessary adjustments to your investment and insurance accounts.