Process

 Gaining a clear understanding of your life goals is the first step. We will spend the necessary time getting to know you, your interest, preferences and values. Once these are defined and your goals understood, we can start developing your plan. 

 We will work with you to create a customized plan to help you achieve your financial goals. The plan is built on a sound strategy that incorporates your needs, time horizon, and risk tolerance. We use planning software, MoneyGuide®, to develop a customized Financial Action Plan. 

 Once your plan is established, we recommend custom-tailored strategies and coordinate specific recommendations with your other professional advisors as needed. Together, we select from a broad array of investment vehicles and services, and implement the strategies that make sense for your situation. 

 Throughout your relationship with us, we will communicate with you regularly to assess your progress. This ongoing evaluation helps ensure that your needs and expectations are being met. Recommendations and strategies are adjusted over time to address your evolving goals and changes in the markets.