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Our Process

A consistent and reliable process is at our core.

We believe an open, honest, and ongoing dialogue about your financial needs, beliefs, expectations, and concerns is critical to any successful advisory relationship. Our proven process insures that you receive a strategy tailored to your unique situation, and gives you confidence knowing that we are always here to guide you.


Understanding who you are as a person is the first step. Here we clarify your definition of personal and financial success. Then we look at all aspects of your financial life, your specific values goals, time horizon, income and liquidity needs, risk comfort, and more. Finally, we make a “Mutual Commitment” to work together and put your plan in place.


To thoroughly understand your situation, we take a comprehensive inventory of your current financial position, including strengths, gaps, and weaknesses. We also analyze the effectiveness, composition, and expenses of your existing portfolio, and review specific items for action to make sure that your goals and financial situation are aligned.


Based on our analysis, we develop a long-term wealth plan focused on getting you from where you are today to where you want to be in the future. Through this process, we address any items that need clarification and make alterations based on any additional information we receive.


In addition to creating your investment portfolio we also work with a team of financial professionals to address all of the non-investment action items we’ve identified. You will receive an Investment Policy Statement (IPS), which documents what we have agreed to and assigns responsibility and accountability.


Our Discovery Process is part of our ongoing meetings, so your plan always reflects your life. We monitor your plan closely and provide you with clear and concise reporting, including financial market fluctuations, and your portfolio’s exposure the investments that fluctuate as well. Through periodic rebalancing we make sure your portfolio maintains its target allocations.

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