Establish Objectives (Conversation)

The more we know about you, your finances, and your goals, the better we can identify your needs and objectives.

• Listening to what is important to you, your family and legacy
• Learning the values that shape your decisions and priorities
• Identifying unique challenges and circumstances
• Introducing our Philosophy, Plan and Process

Gather Data (Collect)

We will work with you to understand the details of your financial picture.

• Determine risk tolerance
• Gather data, documents and statements for analysis
  

Analyze Data (Clarity)

Through the information gathered, we'll analyze where you are and where you want to go.

• Analyze current investments
• Discover where and how we can add value as your life unfolds

Set Strategy (Considerations)

We’ll map out a financial strategy plan based on your goals, time horizon, and risk tolerance.

• Presentation of wealth management process
• Discuss current and future investment approach
• Disclosure of account fees, structure and access
• Signatures and sign-ons

Implement Plan (Commitment)

We will put a plan in place and work with your other professionals to pursue your goals.

• Transfer of existing assets
• Alignment of investment solutions, service levels, type and frequency of communication
• Responsibilities assigned
• Personalized fInancial organizer
• Online account tutorial
• First statements and organization of paperwork
• Review of communication agreement and service levels
• Meet team members and “who to contact”

Monitor (Confidence)

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

• Monitoring progress towards goals
• Discussion of future transitions
• Updates to financial plan as your life unfolds
• All contact notes updated in software
• Value added service (friends)