Our Process


Momentum is created by action...Let's get started!

1.  Your Goals

The first step is a conversation about what's important to you.  What are your goals?  And where do you start?  Many of our clients are working toward

  • Eliminating debt
  • Retirement income
  • Saving money on taxes
  • Wealth transfer
  • Saving for college

2.  Creating a plan

Defining and clarifying your goals helps us evaluate and develop a plan to move you forward. Making it clear and measurable gives real value to the process.

3.  Investment strategies

Portfolio construction and investment selection are crucial to achieving your financial goals.  Measuring your sensitivity to risk, clarifying your time horizon and diversifying your funds inform which investments to use and when to use them.  We provide ongoing information and education to our clients as it relates to their investments.

4.  Ongoing Relationships

We realize clients need and appreciate regular contact.  Market updates, portfolio "health checks" and annual reviews are just a few ways we keep folks informed.  It's critical to maintain good communication with our clients and they with us.