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Our Process

We follow a process developed to take the measure of an investor’s vision for the financial future and compare that to our skillset and approach. The data gathering, analysis and recommendations are informed by decades of real-world experience serving investors throughout the lifecycle as well as insights from academic and industry research.

Step 1 – Initial Phone Meeting

Is it a good fit?

It seems like you have a something on your mind. How can we help? A brief call will help both you and us to judge whether our approach and services align with your goals.

Step 2 – First In-Person Meeting

Set the vision

As you explain your goals, your approach to the markets and unique position, the vision for your financial life and strategy becomes more concrete. You supply the documents you wish us to thoroughly review to formulate analysis and recommendations.

Step 3 – Analysis

You leverage our experience and resources

We review everything you have shown us, bringing together professional research, financial planning software, and years of training and experience to create an executive summary of the recommended course of action, explained in plain English with a clear, actionable list of next steps to take.

Step 4 – Second In-Person Meeting

Chart the course

We present and you assess our recommendations. Are they in line with the vision you set early on? What are the steps for moving forward? Ask us every question. You will have a clear understanding of the work our team will perform and the impact you are making on your financial future. You may choose to engage us at this time, or you may want to see changes to the plan. The goal is to be on the same page before moving forward.

Step 5 – Your Decision

Do you want us on the team? Take your time to decide

We will not rush you. Ask more questions. We are here when you are ready.

Step 6 – Implementation

Moving forward together

During this step, which can be accomplished in-person, we walk you through the mechanics of becoming a client and prepare and process any necessary paperwork. You are updated at every step to make the startup process as smooth as possible. Regular, ongoing communication keeps you informed of our thinking and advice for planning and the markets and makes sure that we know when your plans evolve.