Our Approach

Step #1:
Discovery

During our initial consultation, you’ll meet with our team of advisors where we can explore your objectives, and determine if we are a good fit for your financial needs.

This initial step establishes the groundwork for a collaborative partnership between you and our fiduciary firm.

Here’s what you can expect:

Step #2:
Data Gathering &
Goal Planning

If our firm is a good fit for your financial needs, we’ll put together a comprehensive financial plan at no cost or obligation.

This step involves working with you on data gathering, asset review, and goal planning.

Step #3:
Financial Plan Presentation

Our team of CERTIFIED FINANCIAL PLANNER™ professionals will present your financial plan with our recommendations tailored to your specific needs. The range of topics may include:

  • Retirement Planning

  • Executive Benefit Planning

  • Tax Strategy

  • Education Planning

  • Charitable Giving

  • Risk Management

  • Estate Planning Guidance

Step #4:
Investment Analysis & Recommendations

The next step of our process is to implement a detailed investment strategy that aligns with your goals. This can include:

  • Portfolio Risk Analysis & Mitigation Strategies

  • Asset Allocation Alignment

  • Cash Management Strategies

  • Corporate Stock Option Strategy (NSO, ISO, RSU, & PSU)

Step #5:
Ongoing Relationship

As your financial partners, we commit to updating your financial plan and refining your portfolio, ensuring that they remain aligned with your changing needs, goals, and market conditions.

Learn more about how we work with our clients by clicking here.

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