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Our Disciplined Process

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

Initial Meeting

Initial Meeting

  • Identify your goals, values, dreams, special concerns and challenges
Generally 10 Days after Initial Meeting

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

Generally within 20 Days of Initial Meeting

  • In-Person meeting to present recommended investment strategy
Generally within 30 Days of Initial Meeting

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

45-day Follow-up Meeting

  • In person meeting to discuss first statements, organization of paperwork and online access
Generally within 90 Days

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

Ongoing Evaluation of Investment Strategy and Wealth Management Plan

  • Develop schedule for review meetings
Our Resources

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.

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