Guiding Your Wealth Journey
Our goal is to simplify your complex financial situation into a straightforward and actionable plan that we create together and proactively monitor and adjust over time as your life events dictate.
1. Plan Your Goals
- Discuss lifestyle and cash flow needs
- Review insurance, taxes and Social Security
- Create Personal Financial Profile
- Complete MyWealthView™ analysis
2. Document Your Plan
- Clarify how we will invest your assets
- Align with your goals and risk tolerance
- Define roles and responsibilities
- Change as your life changes
3. Build Your Blueprint
- Leverage our institutional-quality investment process
- Develop road map for the transition of your accounts
- Consolidate redundant accounts
- Manage taxable assets in tax-efficient manner
4. Manage Your Financial Life
- Meet regularly to discuss progress toward your goals
- Adjust your plan as life’s events dictate
- Actively manage your investments and rebalance when needed
- Coordinate with your other advisors on ongoing basis