Your life can be filled with an overwhelming amount of financial responsibility. Together we design a financial road map to give you confidence and clarity moving forward no matter where life takes you:
Our wealth management process consists of two important parts: your investment plan and your wealth management plan. To get to both, we walk you through a four-step consulting process that starts with the foundation of all the work we do together: your goals. The subsequent steps encompass how we help achieve those goals now and in the years to come.
Inventory of Tangible AssetS
Analysis of Business Assets
Health Care Planning
Banking and Lending Services
Insurance and Risk Management
We believe so strongly in our wealth management process that we apply it not only to our clients’ lives but our own. This process is meant to promote:
We build your wealth management plan on the fundamentals of financial planning, and your investment portfolio on a long-term perspective grounded in academically sound research.
We pride ourselves on using clear language and avoiding jargon. We break down complex financial concepts into easy-to-understand language so you can make sound decisions about your wealth.
As a Registered Investment Advisory firm, we are bound to put your interests ahead of our firm—no exceptions. We are rigorously fee-only. We want you to trust the integrity of our advice.
Your Wealth and Investments Working Together
We build two plans for you: an investment plan and a wealth management plan. Together these two plans provide a comprehensive approach to achieving your goals.
Your investment plan provides detailed information tailored to your needs and circumstances. It includes your recommended portfolio allocation based on your goals, time horizon, risk tolerance, and other critical factors.
Wealth Management Plan
Your wealth management plan fills in the details, outlining strategies that encompass income tax planning, estate planning, risk management and insurance planning, asset protection, and charitable gifting.