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