Our Disciplined Process
We have a clear process to understand your goals and develop appropriate recommendations.

Initial Meeting
- Identify your goals, values, dreams, special concerns and challenges

Generally 10 Days after Initial Meeting
- Determine risk tolerance
- Analyze current investment portfolio
- Develop asset allocation strategy
- Portfolio construction

Generally within 20 Days of Initial Meeting
- In-Person meeting to present recommended investment strategy

Generally within 30 Days of Initial Meeting
- Open new accounts
- Transfer existing assets
- Conduct trades to execute agreed-upon investment strategy

45-day Follow-up Meeting
- In person meeting to discuss first statements, organization of paperwork and online access

Generally within 90 Days
- Comprehensive Financial Strategies
- Retirement Planning
- Insurance and Liability Management
- Education Planning
- Business Succession Planning
- Charitable Giving
- Family Dynamics
- Estate Planning Needs

Ongoing Evaluation of Investment Strategy and Wealth Management Plan
- Develop schedule for review meetings

Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
This is for illustrative purposes only and your specific process may require different timeframes depending on your specific situation.