Five Step Planning Process


  • Listen and Understand

The first step in developing a plan is to listen and understand individual needs and goals

  • Analysis and Development

Using our own customized investment planning process, the team will look at a client's unique situation and develop a comprehensive investment plan.

  • Implement 

Each client’s plan will be implemented by using an independent, objective, unbiased and cost-effective approach.

  • Monitor, Evaluate, and Adjust 

The plan does not stop with implementation. An ongoing conversation is opened to monitor, evaluate, and adjust each plan as changes in life and the marketplace arise. 

  • Proactive Communication

We are committed to communicating with you regularly, answering your financial questions and providing performance reporting and suitable recommendations as appropriate.