Investment Planning

We are a fee-based advisory firm. Our process is disciplined and proven, with a focus on the goals that matter to you.

Our investment process is composed of four phases:

1 Discovery Meeting— We get to know each other. During this meeting, we review your current financial situation and provide suggestions for how to proceed. We’ll walk through an in-depth questionnaire to help us understand your financial goals and where you could use our help.
2 Financial Presentation— Our advisors will put together a customized investment plan for how to achieve your goals. This is not a binding contract, and you will always have full access to your money. This meeting will be a mutual confirmation that we are on the same page and committed to working together through our planning process.
3 90-Day Follow Up and Progress Review— During this step, we take an in-depth look at your financial needs and put appropriate solutions in place. You can expect a 90-day follow-up meeting as well as regular calls to check in, review progress and make adjustments as needed.

Other Investment Planning Services Offered: