Our Process
Our four-step process centers around your unique needs, goals, and financial situation. After completing a thorough analysis of your goals, timeline, risk tolerance, and liquidity needs, we’ll construct an investment portfolio that caters to the wants and needs of today while maintaining a long-term strategy for the remaining assets.
Step 1
Complete an investor profile questionnaire to identify your goals, risk tolerance, time horizon, tax considerations and other personal investing issues.
Step 2
Create an asset allocation plan designed to help you pursue goals while managing risk and minimizing your tax liability.
Step 3
The strategy will be deployed by purchasing the securities for the portfolio according to the investment strategy.
Step 4
Your investments will be continuously monitored. As changes dictate, we will rebalance your portfolio to the original asset allocation.
Asset allocation does not guarantee returns or protect against losses.
Preparing For Your Meeting
Contact us to schedule an initial meeting to determine if our services match your needs. An initial consultation will last approximately 90 – 120 minutes. Click the ‘Download’ button to print and complete the financial profile form and provide any relevant financial documents to your appointment. There are a few ways to schedule a meeting:
- Click the ‘Schedule time with me’ button
- Call or e-mail the phone number listed on this page
- Complete the secure ‘Ready to talk’ form