We utilize a client’s current experience and accounts to plan correctly for the future with them. Our style and approach are completely unique in customizing every portfolio we put together for a client. Our Team goes through mountains of data and research with custom computer programs to find what’s best for you. When we find several custom options for you, we constructively walk through each path together.
Our Process
Casual conversation to see if we are a good fit for each other
Nothing is off-limits
We want you to learn about us as much as we want to learn more about you
Introductory Call
Examination Call
This is where we take a deep dive into your financial world:
Current portfolio analysis
Tax return review and analysis
We present our analysis and recommendations
Create and commit on the proper portfolio allocation via an Investment Policy Statement
Organize and determine a game plan for near-term financial action items
Planning Call
Meet every 3 months to check-in and review financial progress
Investment review
Annual tax planning
Life updates
Balance sheet review
