OUR PROCESS

Goal Setting: We develop a set of goals and objectives for your financial life that are unique to you.

Investment Theory: We assist you in deciding how much risk you wish to take with your investments. We also present you with an initial analysis of your current portfolio.

Financial Independence: We provide you with a firm understanding of how much you need to save if you are pre-retirement and how much you can spend each year if you are already financially independent.

Investment Policy Guidelines and Portfolio Recommendations: We will review a set of written guidelines for your portfolio(s) and make specific recommendations for how to invest.

Portfolio Reports: We will review your quarterly portfolio reports with you.

Assessment Interview: We want continuous feedback, and hold these sessions to ensure that we are exceeding your expectations.

During your first year as a client, we generally request a series of planning sessions, so that we can work together to establish the best course of action and the most accurate picture of your needs and goals.