Our Process

Our planning process begins with a meeting to get to know you, and developing a profile so we can get a clear vision of your financial future. Discussions will center on your goals for wealth creation, wealth distribution, and wealth preservation. Our process includes:

• Help you establish your ideal and acceptable goals
  
   
• Prioritize those goals
  
   
• Analyze your current investments and allocations
  
   
• Determine your appropriate risk tolerance
  
   
• Recommend a plan toward reaching those goals
  
   
• Recommend appropriate investments and allocations in implementing your plan
  
   
• Use sophisticated statistical and financial modeling to determine probability for success
  
   
• Monitor progress on an ongoing basis
  
   
• Make adjustments as needed along the way