We’ll begin by scheduling a time to meet in person or by video call to get to know you, your family, and your specific goals. We’ll have an open discussion for you to get to know more about us and for us to learn more about your needs, wants, and wishes.

Using the financial data collected during our initial meeting, we conduct a thorough analysis of your current investments. Using specialized investment analytic software and sophisticated financial planning tools, we provide you with a comprehensive overview that is grounded in data and insights, guiding you toward informed financial decisions.

From there, we’ll review the findings from the analysis, highlighting key financial goals, risk tolerance, time horizon, and current financial standing. Next, we will define the objectives we aim to achieve for you based on your unique circumstances.

We’ll set review intervals to make adjustments based on changing market conditions or shifts in the your financial situation. We will also provide a timeline for the execution of the financial plan, indicating key milestones and responsible parties.