Our Process

Can someone really offer you investment advice when they meet you? We don't think so. Discovery is all about understanding you, your goals, objectives and what is important to you. There is no investment discussion in this meeting.

We listened, now we will tell you what we heard. Does that match up with your thoughts? Things change too, so did you and your partner discuss this at home with a different outcome? We will not proceed until we get this part right so that we share the proper focus to set a plan.

Based on the discovery review, we will decide how many modules of planning need to be completed. If we're working on a single one or two, this step is fairly quick. If it's several, it can take some time.

Here we will discuss the plan with you to ensure that it's aligned with your goals and objectives. Special attention will be placed on education so that you can understand what's being suggested and why. 

It's time to put the plan into action. Coordinating with other professional advisors, we will look to implement the various parts of the plan including investment management and the other planning modules that were used.

Life happens and things change. This stage of the process focuses on adapting the plan and investment management accordingly.