Our Process & Services

We have a seven step process, while we work on your Financial Plan. It is a time tested strategy and when followed with precision and discipline can ensure greater degree of success. Our process involves the following steps. 

  1. Personal and Organizational Assesment
  2. Planning
  3. Investment Policy & Strategy
  4. Asset Allocation
  5. Portfolio Construction
  6. Reporting and Communication
  7. Review and Monitoring

Once we know exactly who you are, then in partnership we develop your personalized investment philosophy and Financial Plan. Our holistic and comprehensive approach to your plan includes our many services such as Tax strategy, debt management, retirement planning, Investment managent, Life and transition planning, Legacy and estate planning and Philanthrophy.