Our Process

Working with individuals, as well as small to medium size businesses, we assess and define  the unique circumstances of each client.

In order to properly plan for our clients’ needs, we feel it is important to conduct a review of their current financial background, financial values, asset and debt analysis, and other indicators.

We will also review the client’s financial objectives, risk tolerance and non-financial goals, to see what they foresee in their future to ensure it fits with our investment strategy. From this, we will develop a financial plan that will fit that strategy, review it with you and make adjustments, and then implement it.

On going, we will monitor the plan and meet with you at predetermined intervals to review and make adjustments as needed.