Our Process

Your Story

The first step in building a relationship is getting to know you— your financial upbringing and education, your capacity for earning and saving, the personal philosophies that guide your decisions on life and money, and your goals for retirement and future generations. 

Educate

Our most important role in the partnership is to present and explain the array of options available. Because there is no “perfect” product unto itself, we will discuss and share the advantages and disadvantages of products, services and strategies both within and outside your financial model, so you gain a higher acumen to what you have and what's available.

Design

With you and us better equipped with the vision and options, we work together to filter which products and strategies best fit you, and present back our professional suggestions on how to achieve said objectives. We have numerous resources available to help you visualize your model, based on economic data currently available.

Navigate

Life and circumstances change, and we believe the best long-term strategy is an ongoing series of short-term diligence. There is no such thing as “set it and forget it”! Our continuous review process is both proactive and interactive—always responsive to the micro and macro issues affecting your life and financial model. Our commitment to follow-up and follow-through keeps you on track regardless of what life brings.

Legacy

In addition to growing our clients' own assets, we embrace the virtue of generosity. Because we believe one's finances and their value system are so closely intertwined, we offer unique and individualized programs to benefit the philanthropic causes of your choosing, and potentially receiving tax benefits through charitable giving