Broker Check

Our Process

Phase I: Blue Prints/Discovery

We begin this stage during our initial meeting where we get to know one another. Just like building a home requires a blue print, we begin by focusing on your specific needs and what you want your investment capital to do for you.

Phase II: Foundation/Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that will be the Foundation of your financial plan. We will custom tailor the plan to meet the unique needs of each client. We then develop a comprehensive wealth management plan that outlines the Foundation we recommend for long-term success.

Phase Ill: Frame/Implementation

The next phase is to Frame the plan. The primary objective of this phase is to successfully implement your investment Strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Maintaining/Monitoring and Adjusting

Every home needs to be maintained and updated from time to time. We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

Have a Question?

Thank you!