Our Disciplined Process

We have a clear process to understand your goals and develop appropriate recommendations.



Discovery Process

Identify your goals, values, dreams, concerns, and challenges.


Develop Investment Strategy

Determine risk tolerance, analyze current investment portfolio, develop asset allocation strategy, and portfolio construction.

Investment Strategy Meeting

In-person meeting to present recommended investment strategy.

Execute Investment Strategy

Open new accounts, transfer existing assets, conduct trades to execute agreed-upon investment strategies.

Follow Up Meeting

First statements, organization of paperwork, set up online account access and review online resources.

Develop Wealth Management Plan

Comprehensive financial planning, retirement planning, education planning, charitable giving, succession planning, etc.

Ongoing Management & Monitoring

Develop schedule for review meetings, monitoring of asset management, changes made as needed.