Our Process

Phase 1: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on your specific needs and what you want your investment capital to do for you.

Phase 2: Strategy

The primary objective of this stage is to develop an effective, long-term, financial strategy that is custom tailored to the unique objectives of each client. We then develop a comprehensive plan that outlines an agreed upon strategy for lasting success.

Phase 3: Implementation

The primary objective of this phase is to successfully implement your financial strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase 4: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their financial goals. When we discover that a client’s circumstances have changed, or that shifting global markets require a different approach, we are quick to initiate adjustments.