Our Process

During our initial meeting with you, our objective is two-fold: first, to develop a deep understanding of your goals for your money so we can design a “flight plan” to support your vision and second, to establish both our credibility and credentials as CFP® professionals in working with sophisticated clients like you.

We start by gathering information through a comprehensive interview process. Don’t be surprised if we ask you questions you’ve never considered before. In turn, your answers will help us take a 360°, coordinated view of your wealth, looking at your entire financial picture to develop a plan that encompasses more than just your investment portfolio but also includes estate and tax planning, risk management and insurance protection. In short, we take a high-touch, white glove approach that we liken to a select family focused office of care.

Financial Process

Throughout this process, we welcome your questions as we mutually decide whether we would be a good fit for your needs. The recommendations we present are intended to align with your unique circumstances and to assure your comfort and confidence. Our hope is that as we work together, you feel the passion we have for what we do. Our mission is to craft customized financial solutions and provide extraordinary personal service to help you navigate today’s complex financial world.