Our Process

OUR CLIEnt PROCESS WAS CRAFTED WITH ONE THING IN MIND: YOUR FINANCIAL SUCCESS. HERE’S A LOOK AT THE STEPS WE’LL USE TO HELP YOU CREATE CONFIDENCE IN YOUR Financial FUTURE:

PHASE I: DISCOVERY

We begin this stage during our initial meeting where we get to know one another. We focus on uncovering your specific needs and what you want your investment capital to do for you.

PHASE II: STRATEGY

The primary objective of this stage is to develop an effective, long‐term investment strategy that is customized to the unique needs of each client. We then develop a comprehensive plan that outlines a recommended strategy for long‐term success.

PHASE III: IMPLEMENTATION

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

PHASE IV: MONITORING & ADJUSTING

We monitor our clients’ accounts on a regular basis to see that they are still performing in a way that aligns with their intention. When we discover that a client’s circumstances have changed or that shifting global markets require a different investing approach, we are quick to adjust.