It Starts with You.
Our client centric process focuses on you. Tell us where you want to go; your plans, your dreams, your time horizon and comfort level with the journey. We'll work with you to develop a plan that suits your needs. And when life happens, we'll adjust your plan so that it stays aligned with your new path.
Our 5-Tiered Risk Management process can be an effective way to help mitigate volatility in an effort to maintain or work toward financial security. A well-structured financial plan aims to provide stability throughout your life and address unexpected risks such as disability, critical illness, or long-term care.
1. Introductory Meeting
Think of us as your financial doctor; before we can create your plan, we need to assess your current condition. After our thorough exam, we can recommend a clear path forward, then mutually agree if an ongoing partnership is the best fit.
2. Planning
You’ve told us where you are now; where you want to go; and how comfortable you would like the journey to be. Our 5 Tier Risk Management Strategy takes your goals, your time-horizon, and your tolerance for market volatility into consideration when we create your personal plan.
3. Communication, information, adjustments, and follow-up
Life happens; market volatility happens; adjustments may be necessary. We send regular emails and update our website to keep you informed and up to date with the latest economic data and what drives markets. We meet regularly to ensure you are on track to meet your goals. When life changes, we will make the adjustments to address your new goals.
