How we build a financial plan tailored to you

A customized financial plan serves as the framework for pursuing your goals. To help us build this plan, we follow four steps 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 have shared with us and design your plan. 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.