Our Engagement Model

Making Wealth Management Achievable

Our unique engagement process simplifies wealth management, making it intuitive for our customers to get started—from discovery, to planning, to implementation and optimization. Together, we will work to get you on track to reach your goals.

Engagement Model

Understanding Your Goals

Understanding Your Goals

Kickoff

We get to know your investment personality, priorities, goals and ambitions. Understanding your goals is the first and most critical part of creating your plan. We call it “human advisory”, and it makes us the best at what we do.

Analyzing Your Portfolio

Analyzing Your Portfolio

Week 1

After getting to know you, we carefully analyze your financial portfolio. In this step, we assess where you are on the path to wealth, an essential step that informs our recommendations. We’ll meet you wherever you are.

Introducing Your Plan

Introducing Your Plan

Week 2

Building upon our knowledge of you and your financial portfolio, we will present your personalized strategic financial plan. Together, we will discuss the plan in great detail, as well as how you can successfully implement it in your daily life.

Implementing Your Plan

Implementing Your Plan

Weeks 3-12

Now it’s time to put your plan to work. Implementing your plan together, our partnership will guide you on your journey to wealth. We’ll be with you every step of the way, answering questions and providing tactical and strategic support.

Monitoring Your Progress

Monitoring Your Progress

Quarterly

Once you’ve had a chance to live with your plan, we’ll meet to assess how it’s doing and discuss any life events or milestones that may have happened over the past few months. Then, it’s time to re-adjust.


Great financial plans grow with you.

We are committed to continually calibrating your plan to keep you on track to your goals. Life changes or events? No problem. Our plans are designed to adapt.