Our Process

Our Process

Our 4 Step Process combines your goals with our experience to create a plan to grow, manage and preserve your money.


Summary

1. Listen: We begin by simply listening to your goals and plans.


2. Create: We create a custom portfolio based on:

  • risk tolerance
  • investment time horizon
  • income needs
  • tax consequences

3. Manage: We manage the quality and appropriateness of the investments in your portfolio, rebalancing as needed.


4. Review: We meet with you to review your portfolio to make sure it is still properly aligned to achieve your goals and plans.