Our Process

When we meet together, we spend time discussing what we mutually value—what matters in our lives. We explain how our company works and what we offer. And we listen. We want to understand you and your needs. This is an opportunity to identify whether our mutual approach to life and money management will work in a long-term partnership.

We meet to discuss your goals and objectives. Clearly identifying what you want to accomplish is a crucial step in reaching your goals. As part of this step, we invite you to complete a risk tolerance questionnaire, in which you explore specific scenarios to help you accurately assess your risk level.

Once we’ve established your goals, objectives and risk tolerance, we begin creating a portfolio tailored to fit you and your specific circumstances. We weigh necessary factors in our recommendations, with your objectives as our guide.

Maintaining regular contact is central to our work together. Your fluctuating circumstances affect our decisions in managing your portfolio, so we check in with you monthly to ensure that your investments are appropriately placed. In addition, we carry out regular quarterly reviews. Keeping a good pulse on you and your needs helps us to serve you effectively.