A Discovery Meeting

A thorough understanding of your needs and goals is vital to creating your comprehensive wealth plan. Therefore, we take the time to listen, ask intelligent questions, and gain insight into your life and the things that matter most to you.  During the discovery meeting, we gather all relevant documentation. Then, together we thoroughly review your financial resources to help you comprehend how your assets are positioned, how they will perform, and, most importantly, how they can be positioned to achieve your overall goals.


Investment Plan Meeting

The Investment Plan Meeting is a comprehensive presentation of the new Financial Plan.  The Financial Plan will be complete with recommendations for current investments and a discussion of implementing your approved investment strategy and asset allocation. In addition, we offer thoughtful and insightful recommendations tailored to your goals and resources.  We work with you to evaluate all options so that you can decide which choices are right for you.


Once we have completed the Investment Plan Meeting, we meet to discuss implementation and how it is working.  At this meeting, we will also discuss the timing for reviews and other items for attention.  We then ensure that your overall plan is implemented according to your Financial Plan.  We excel at assembling all your advisors and subject matter professionals to ensure everyone is on the same page and working on your behalf.


Monthly evaluations

Through open and ongoing communication, we continuously monitor progress toward your goals.  As your needs change, market conditions fluctuate, and tax laws vary, we carefully consider and discuss your strategy. As a result, we are constantly candidly evaluating whether your plan remains on target or if adjustments are needed.