Our Approach
Step #1:
Discovery
During our initial consultation, you’ll meet with our team of advisors where we can explore your objectives, and determine if we are a good fit for your financial needs.
This initial step establishes the groundwork for a collaborative partnership between you and our fiduciary firm.
Here’s what you can expect:
Step #2:
Data Gathering &
Goal Planning
If our firm is a good fit for your financial needs, we’ll put together a comprehensive financial plan at no cost or obligation.
This step involves working with you on data gathering, asset review, and goal planning.
Step #3:
Financial Plan Presentation
Our team of CERTIFIED FINANCIAL PLANNER™ professionals will present your financial plan with our recommendations tailored to your specific needs. The range of topics may include:
Retirement Planning
Executive Benefit Planning
Tax Strategy
Education Planning
Charitable Giving
Risk Management
Estate Planning Guidance
Step #4:
Investment Analysis & Recommendations
The next step of our process is to implement a detailed investment strategy that aligns with your goals. This can include:
Portfolio Risk Analysis & Mitigation Strategies
Asset Allocation Alignment
Cash Management Strategies
Corporate Stock Option Strategy (NSO, ISO, RSU, & PSU)
Step #5:
Ongoing Relationship
As your financial partners, we commit to updating your financial plan and refining your portfolio, ensuring that they remain aligned with your changing needs, goals, and market conditions.
Learn more about how we work with our clients by clicking here.
