Our Process & Services


We have a seven-step process, while we work on your Financial Plan. It is a comprehensive strategy and when followed with precision and discipline can can help you work towards your financial goals. Our process involves the following steps. 

  1. Personal and organizational assessment.
  2. Design custom plan that is personalized.
  3. Build and develop the plan by incorporating tax efficient investment strategies.
  4. Evaluate risk and implement risk reduction strategies.
  5. Asset allocation and portfolio construction.
  6. Incorporate retirement, lifestyle, estate planning and charitable strategies.
  7. Periodically review, monitor, modify and communicate.


Our holistic and comprehensive approach to your plan includes our many services such as Investment Management, Education planning, Tax-planning, Retirement planning, Business succession planning, Charitable and Estate planning.