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The Financial Planning Process


In our initial client meeting, we will work with you to identify your primary needs and financial goals for now and the future. These objectives will guide the development of our financial strategy. At an implementation meeting, we will present you with a comprehensive proposal that seeks to help achieve your financial goals. The primary objective of this meeting is to gain your input and successfully implement the financial and investment strategy.

Once we have developed and implemented a plan together, we will move on to the monitoring phase, which is an ongoing process that ensures that every action we take is sensible and consistent with your goals. We monitor our clients’ portfolios on a daily basis and will regularly schedule meetings to discuss changes in investments and updates in objectives.