The Process

We’ve got a plan.

Your plan, crafted for you, grounded in process, experience and personal responsibility. Strong and disciplined to endure, flexible and caring to respond. Initially and over the years, we’ve designed our process to walk you past uncertainty, onward in confidence:

Discovery & Analysis
What do you want to do with your wealth? We’ll:

• Diagnose your financial circumstances
• Learn about your personal, professional and community interests
• Explore where you stand, so you’re well-positioned to move forward

Planning
We’re big on planning! Solid financial planning, comprised of cash flow, insurance, estate, tax and investment plans – fine-tuned to your circumstances, durable to last, flexible to adapt to inevitable change.

Implementation/Investing
A well-structured investment portfolio is the best way we know to convert your dreams to achievements.

Follow-Through
Wealth management is achieved and sustained through our ongoing relationship with you, as we integrate your life’s many moving parts into the whole of you and your family’s advanced plans:

• Enhancing wealth
• Protecting wealth
• Transferring wealth
• Donating wealth