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The Planning Process


During our first meeting, we aim to begin relationship building. It is important to us that our clients trust who is managing their wealth. We will discuss your goals, your financial future, and determine your individual investment strategy based on your risk tolerance and investment objectives. It is important to us that our clients feel comfortable in our care, which is why we take the time to get to know you, and what is in your best interest.


We will review data from your current investment statements and create a clear starting point that assesses where you are now and where you’d like to be in the future. After defining your short and long-term goals, we will design a plan that tackles them both.

Evaluate & Implement 

After analyzing the information gathered during our first and second meetings, we will make recommendations based on your individual needs and goals. Any questions that arise during this meeting will be addressed immediately. Our office is a safe space where your voice matters.

Monitor & Review 

As your plan progresses, our advisors will review it annually and adjust the course as needed. If you feel you need assistance more often, our advisors can check in as frequently as necessary to help you feel secure. Otherwise, we will focus on your finances to have the freedom to focus on life, leaving the planning process to us. We will:

  • Consistently monitor all accounts and recommendations, staying on the path to help achieved your goals.
  • Offer review sessions (annual or bi-annual meetings)
  • Perform routine and manual account maintenance

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