Financial Planning

Our process begins with the client.

We work to establish and understand your short and long term goals, tolerance for risk and current situation to build a custom plan.

Our team has decades of experience in the financial services field. We make sure to consider all options available by way of expertise and knowledge of the latest industry information and best practices. Our forward thinking and technology driven team makes the process easier for both you and your family.

The process of building your portfolio:

1. Listen: We start by listening to your goals and objectives.
2. Evaluate and Strategize: After looking at both your short and long term goals, our investment team classifies your level of both risk and reward to find a model that suits your needs.
3. Engage: Based on your model(s), we research and analyze investable universe of funds to ensure that they are consistent with the overall strategy. Once the funds are determined, the strategies are implemented.
4. Monitor: We regularly monitor your portfolio to ensure that the performance is consistent with your goals. We set up appointments with you to review the performance of your portfolio and recommend any changes that can further enhance the progress of your particular investment model.