Wealth Management Process

Client Centered

A fundamental goal we have is to assess if we can add significant value to the financial well-being of a client. Another goal is to simplify the complexities of finance and help our clients navigate through various financial life stages, from wealth accumulation to wealth distribution. The process must be consistent with our client's values, goals, and concerns. Whether our client is an individual, a family, or a business owner, we believe in developing a lasting relationship built on trust and the process that we practice is the same.

  • Discovery Process
    In our initial meeting, we will explain our services, but more important, we will listen as our clients share what is important to them and their family. Our goal is to understand their values, concerns, and their current financial goals and obligations in detail.
  • Exploration
    This meeting explores the planning process deeper, learning about our client's risk tolerance, money management philosophy, and current asset allocation. We can also review current wills and trusts, estate and legacy planning, and insurance needs that meet the level of protection wanted for the family.
  • Planning Process
    Based on our analysis of your needs, we will design a strategic plan and provide recommendations geared toward helping you achieve your financial objectives. We may include portions of advance planning, if applicable, such as estate and asset protection, gifting and charitable trusts, and, for business owners, succession planning.
  • Plan Implementation
    Once the client fully understands the plan and is comfortable with it, we will move forward with implementing the strategies and recommendations.
  • Ongoing Review
    Life events occur, such as marriage or job status change. By reviewing the client's plan regularly, we can make the necessary adjustments to help keep the financial plan on track.