Discovery

The initial meeting is designed to understand you. This is a two-way discovery meeting where we will get to know one another and determine if we are a good fit.

Analysis

Once we conclude that we are a good fit, we will take the time to learn what is most important to you. We do this by paying attention to detail, gathering important information and documenting your goals.

Design

This step happens in the background where we will construct a financial plan and design a portfolio that is unique to you based on your goals that we documented.

Execute

Upon completion of your financial plan, we will discuss your plan to make sure the plan caters to your financial goals and we will work with you to implement your financial plan.

Manage

We monitor your portfolio often and will proactively contact you when there is a need to make adjustments to ensure we stay on course to meet your goals.

Review

In addition to proactively contacting you, we schedule regular review meetings to answer any questions and to learn about changes in your life.

Repeat

We know that life happens so that when it does, we are prepared to handle what life throws at us. That is why we are willing to repeat the process whenever life happens.