The Client Experience

We believe that the most important way we help you stay disciplined, focused and on track to reaching your financial goals is through our comprehensive, integrated advisory process.  Instead of being overwhelmed, you will experience guidance and support with our consistent and structured approach.  Below are the elements we believe are key to creating a reassuring, open, and warm financial planning experience.

FlowDiscovery

One of the most important components of any successful advisory relationship is truly understanding who you are as a person.  With our Discovery Process, we focus on what is most important to you, both financially and personally, and why that is meaningful to you. We will look at all the major aspects of your financial life, including your specific values and goals, as well as your time horizon, income and liquidity needs and ability and willingness to take risk. We think that an open, honest dialogue about your financial needs, beliefs, expectations, experiences, and concerns is critical to any successful advisory relationship.Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.

Analysis and Development

In order for us to thoroughly understand your situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or weaknesses. We will analyze specific items for action to make sure that your goals and financial situation are aligned. Based on our analysis, we will develop a long-term plan focused on getting you from where you are today to where you want to be in the future, making the best use of your financial resources. A carefully crafted plan will be presented to you, built on a foundation of academic research and financial science.We will provide enriching education around the portfolio design and will address any items that need clarification, making alterations based on any additional information. As part of this step, we will also mutually commit to working together and putting your plan in place.

Implementation

The next step is the implementation of your plan. This meeting will finalize our agreement to become your financial advisory team.

Monitoring

Our clients love that we have made the decision to serve fewer clients, in order to be able to provide a personalized experience and to have the ability to build a more intimate knowledge of our clients, their lives, and what is meaningful to them. We are committed to partnering with you! We will provide you with counsel on an ongoing basis. We will constantly monitor your financial position, communicate regularly, and make changes to your investment plan as your life changes.