Free Assessment

Our process starts with comprehensive goal planning. Our approach to managing client assets is rooted in the following core strengths:

  1. We determine where you are and what your goals are. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, time horizon, tax situation, and other constraints. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
  2. Disciplined portfolio management. Based on the specifics of each client’s situation; we provide exposure to an appropriate mix of asset classes. We also seek to provide diversification within each asset class – across sectors, industries, countries, and fundamental risk factors.
  3. We diligently monitor your portfolio. When implementing a client’s investment strategy, we do not use one-size-fits-all automated rebalancing programs. We diligently monitor asset classes and individual companies daily and actually look at our client portfolios on a regular basis, particularly when new positions are added or existing positions sold.

Scroll down to calendar

Our Process 

Step 1. 20-Minute Call

This is an introductory call to get an idea of who you are, what you’re trying to accomplish, and how you would like us to help.

Step 2. 1st-Meeting: Discovery

The next step is a meeting with our team (in-person or virtually)/ During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.


Step 3. Review Assessment

With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.

Step 4. Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”

Step 5. Implement Plan

If you decide we are a good fit Implementation of your plan. _ Do not worry we handle setting your new accounts, transfer funds, and begin to organize your financial life with you. Our team helps you in every step and we keep you informed on a regular basis.

We walk through your account, website login and answer any questions that you may have.

Step 6. The 90-Day Review

We will touch base with you and answer any questions that you may have.

Step #1: Schedule Your 20-minute Phone Call

This call will give us both a chance to make sure that we are a good fit to consider working together.