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.
- Personal and organizational assessment.
- Design custom plan that is personalized.
- Build and develop the plan by incorporating tax efficient investment strategies.
- Evaluate risk and implement risk reduction strategies.
- Asset allocation and portfolio construction.
- Incorporate retirement, lifestyle, estate planning and charitable strategies.
- 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.