Proven Process
Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.
Onboarding
-
Introduction
-
Are We a Fit?
-
Data Gathering
-
Proposal
-
Implementation
Ongoing Care
ONBOARDING
Introduction
From the moment you schedule a consultation, we go to work for you – connecting you with an advisor suited to handle your unique needs. When it comes to first impressions, don’t settle for a handshake.
ONBOARDING
Are We a Fit?
It’s important for you and a financial advisor to get to know one another before working together. Whether you’re determining your vision for retirement, looking to finalize your estate plan or planning to retire soon, we will help you discover where your life and financial goals intersect.
ONBOARDING
Data Gathering
We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a wealth plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.
ONBOARDING
Proposal
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.
ONBOARDING
Implementation
We aren’t a “set it and forget it” firm. We set your wealth plan in action, then consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.
ONGOING CARE
30 Day Check-In
You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
ONGOING CARE
90 Day Check-In
Once your wealth plan is in motion, we meet with you annually to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
ONGOING CARE
Regular Check-Ins
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will help you develop a personalized wealth plan to help you pursue your goals.