Frequent Communication & Education

Stay informed with our commitment to Frequent Communication & Education!

A Promise. A Plan. A Process.

Phase I: Discovery

In our initial meeting we get to know each other, focusing on your specific financial needs and what you want your investment capital to accomplish.

Phase II: Strategy

We then work together to develop an effective, long-term investment strategy that is custom-tailored to your unique needs and risk tolerance. Following that, we develop a comprehensive blueprint that outlines the plan of action recommended for your long-term success.

Phase III: Implementation

At this point we carefully implement the agreed upon investment strategy. Through constant communication during that process our highly skilled staff strive to make this quick and easy for you.

Phase IV: Monitoring and Adjusting

We continue to monitor your account on a regular basis to ensure it is still performing in a way that meets your intentions. If your circumstances change, or shifting global markets require a different investing approach, we are quick to pivot and make appropriate adjustments.

Phase V:

Follow-up meetings, periodic reviews, and ongoing support in the form of phone calls, updates, podcasts and more.