Broker Check

Our Process

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus this meeting on seeing your situation through your eyes and letting you get to know us. This is where we seek to understand what your needs and goals are, what concerns you have and what you ultimately want your money to do for you.

Phase II: Analysis & Strategy

In this stage we give you our analysis of your financial health based on the information gathered from the discovery stage. This is where we will give honest feedback of what we think you are doing well and what we think we could help you make improvements on. After prioritizing where to help you start working and making adjustments we will then begin developing an investment approach.

Phase III: Implementation

The primary objective of this phase is to begin implementation of your investment strategy. Typically we will evaluate and educate you on a select number of different customizable approaches that we feel will help work in your situation. We will then discuss your comfort level with these approaches and help guide you to the implementation.

Phase IV:  Monitoring and Adjusting

We monitor client’s accounts on a regular basis to help ensure that they are still performing in a way that meets the intention and purpose implemented. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

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