Our Process
How We Work
Our financial planning process takes into consideration all aspects of a client’s financial situation and risk tolerance. Our first priority is helping you take care of yourself and your family and to have collaborative, open, and honest communication. Below is an outline describing each phase of the process:
Assess
Establish and define relationship
Review firm’s services
Review advisor’s competencies and experience
Discuss details of terms of engagementIdentify client’s personal and financial objectives
Collect financial information and documents
Build
Financial analysis unique to you
Review of client financial information
Financial strategies analyzed based on client objectives
Financial planning recommendations developed
Plan presented along with supporting rationale
Products and services identified and reviewed
Implementation of financial planning recommendations
Nurture
Build a long-term relationship built on trust
Mutual agreement for reviewing goals and objectives
Assess progress toward achievement of objectives
Determine if strategies are still appropriate
Ongoing excellent client service
Relationship that is ongoing for each stage of your life
Act in your best interest

The Value of Working With a Financial Advisor
Having a good financial advisor may increase your financial opportunities. This may be accomplished by utilizing behavioral finance coaching that an advisor can provide to teach clients to make more thoughtful and deliberate decisions. An advisor will also provide effective planning and advice to help strategically rebalance your portfolio, and most importantly to provide advice and help you stick to your long-term plan during volatile markets.