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Our Process

We built our firm around a client-centric, team-driven and collaborative model.

Client centric Chart

Just like the families and businesses we serve, we understand the value of teamwork. We built our firm around a client-centric, team-driven and collaborative model. Humility in the financial services industry comes by realizing that no solo practitioner can master all the advice and products available in this day and time. No single advisor can deliver strategies to address the multigenerational challenges and goals our clients face. Our succession plan is active and alive with our partners as well as our clients because neither has to walk alone.

Client centric Chart

Discovery

During the Discovery phase we assess your current financial situation and identify your priorities and concerns. We not only want to know about what is important to you, we want to know why? The Discovery is about listening to you and the beginning of a collaborative process.

Profile

While the discovery is about the big picture, the Profile brings focus to the details. We will gather specific information and establish priorities. Our team will analyze your data, organize it, and format it in a constructive set of documents that will support the decisions you plan to make for you and your family.

Plan

You will be presented with the results of your analysis in a consultative setting that allows you to ask questions and challenge outcomes. If we are the writers for this paper—You are the editor. The output will be uniquely yours and will serve as the reference point for the action required for progress.

Implement

We will segment your plan into small, manageable steps. At your direction, we will assist in the successful Implementation of each step. Your priorities will be addressed systematically until work has been done to put your plans in place.

Review

Change is constant. Our simple review process will monitor your plans on regular basis. We will meet with you to verify, adjust, etc. We will analyze your progress and assess any necessary changes or enhancements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck