WHAT WE DO
We provide assistance in the following areas:
Our Process Client Intake Process is all about finding out what you want to accomplish, and why it is important to you.
Financial Planning Process is the creation of the “road-map” that we will follow in helping you pursue those goals you gave us in the intake process.
Investment Management Process is the selection of the money managers and tools that do the work of taking us from point A to point B of the map we created in the planning process. Investment management also involves continuous monitoring and updating to changing goals, investment markets or priorities.
Review Process is our ongoing service and analyses with you, the client. Our goal here is to make sure you know three things; what you own, why you own it and that we are working together towards the goals and dreams you shared with us.