Our thoughtful approach always begins with an action plan.  Through this process, we seek to truly get to know you and what really matters to you, all with the goal of helping you journey toward your definition of success. 

DISCOVER 

• Understand where you are now and where you want to be 
• Determine your Financial ID and behavioral tendencies  
• Understand your attitudes toward risk 
• Open dialogues with your “board of advisors,” which includes your legal and tax advisors 

ANALYZE 

• Organize and analyze your wealth and current situation 
• Develop your investment policy statement and potential financial and investment plans 
• Conduct stringent manager research and due diligence to determine which strategies may be best suited for your situation 
• Test the impact of potential recommendations and decisions against different capital markets assumptions 

 

PROPOSE 

• Review the proposed financial plan 
• Review the recommended investment portfolio 
• Create a schedule for periodic briefings and reviews with you

 

INVEST 

• Initiate your financial plan 
• Phase in the agreed-upon investment recommendations 
• Enroll in selected services 

 

PERIODIC REVIEW 

• Evaluate progress according to the plan 
• Discuss with you adjusting the plan and investments when markets and/or your needs evolve 
• Inform you, your accountant, and your attorney of notable developments 
• Help you navigate timely choices and opportunities