Our Process

Moving forward to help you succeed financially.

Once we have decided to work together, we use our 4-step process to provide you with the clarity, confidence and the structure to keep your plan up-to-date and in sync with your life.

1)  Listen and understand

At our initial meeting, we want to understand what’s important to you and what you have planned for your life. This exploration helps us clarify your specific goals.

2)  Stop and analyze

Our comprehensive analysis of your entire financial situation is based on a careful consideration of where you stand in each of the four areas of wealth integration:  investments, liability management, risk management and trust and estates. We use our unique Envision® planning process to then develop a customized plan based your individual financial priorities and life goals.

3)  Build and implement

Next, we formulate the investment strategy using our risk-adjusted asset management approach. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors to coordinate your entire wealth plan.

4)  Monitor, evaluate and adjust your portfolio

We work together to help you stay on track and meet your goals. If your goals or financial circumstances change, we update your Envision® plan to account for the changes and continue to monitor your progress along the way.