Our Process

Our planning process begins with a meeting to get to know you, and developing a profile so we can get a clear vision of your financial future. Discussions will center on your goals for wealth creation, wealth distribution, and wealth preservation. Our process includes:

  • Help you establish your ideal and acceptable goals

  • Prioritize those goals

  • Analyze your current investments and allocations

  • Determine your appropriate risk tolerance

  • Recommend a plan toward reaching those goals

  • Recommend appropriate investments and allocations in implementing your plan

  • Use sophisticated statistical and financial modeling to determine probability for success

  • Monitor progress on an ongoing basis

  • Make adjustments as needed along the way