Learning about you as a person and an investor

Building a financial plan tailored specifically to you

A customized financial plan serves as the “how-to” for pursuing your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and addressing your needs.

We begin with a discussion – to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance
We analyze what you’ve shared with us and design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations, answer your questions and outline the steps we need to take to implement your plan.
With your approval, we execute your customized plan. This involves the selection of specific account types, investment products and optional services, and the handling of all paperwork.
We continually monitor the progress of your plan relative to your objectives, suggest any changes when needed, and provide ongoing reporting of your account activity.