Our Process

Simply put, our process is to define your objectives and to create a path to achieve those objectives.  Critical to this process is developing a strategy that allows you to stay on the right path through the ups and downs of the financial markets, life, and unexpected events.

A sound strategy involves having a solid financial plan, but also an intelligent investment plan.  If the investment plan fails to meet your expectations then the financial plan is likely to fall short, even if the client is doing all the right things.  Because of this interrelationship, we place equal importance on financial planning and investment planning.

A strong planning process is the best way to create a more dependable plan. It is crucial to create a financial plan that seeks to protect your needs now, while planning for the future.  It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

We have established a process to do this based on two pillars of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection if the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build wealth via solid asset management.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs
  • Create an investment portfolio that better meets expectations

Contact us today to find out more about our process.