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