OUR PLANNING PROCESS
1. GOAL IDENTIFICATION
Our first step begins with a thoughtful discussion and assessment of your specific needs and objectives. We work with you to set priorities for the both near and long-term goals, gaining a thorough understanding of your outlook and risk tolerance. We then develop an customized financial plan which aligns with your unique goals and objectives.
2. ESTABLISHMENT OF YOUR FINANCIAL PLAN
Whether you are looking to create long-term capital growth, save for retirement, save for children's college expenses or purchase another home, we design a customized financial plan to help meet your specific goals.
3. INVESTMENT STRATEGY
With your financial plan laying the groundwork, we next devise the proper investment strategy. We will outline your goals along with the investment strategies chosen for them within a customize and personal investment plan.This plan will serve as our roadmap for expressing your risk/return objectives, specific investments, time horizon, tax considerations, and asset allocation.
4. CONTINUOUS MANAGEMENT, MONITORING, & REVIEW
Investment needs and objectives can change, thus we schedule regular review sessions to make sure your financial plan and investment strategy are still aligned.