Our Process

Wealth Management Consultative Process

A consultative process enables us to uncover your deepest needs, values and goals, to design a long-range wealth management strategy to meet those concerns effectively. We strive to build a strong relationship with you to ensure that our advisory services will continue to add value over time as personal and world events change. The wealth management process unfolds over a series of meetings.

In the Discovery Meeting we explore your family’s values, goals, relationships, assets, and risk tolerance.

In the Investment Planning Meeting we use information collected at the Discovery Meeting to present a thoughtful diagnostic analysis of the family’s present situation and an investing plan for achieving both short and long term financial goals.

At the Mutual Commitment Meeting, questions and issues regarding plan implementation are addressed and any final planning adjustments are made.

At the 45 Day Organizational Meeting, we help you organize new account paperwork and begin developing your personal Advanced Plan.

Regular Process Meetings are typically held two to four times per year. At these meetings we review any significant changes in personal circumstances that might call for adjustments to investment planning. We also check your progress toward your financial goals and work on advanced planning issues.