Identifying Your Goals
Our first step begins with a thoughtful discussion of your needs and objectives. We work with you to set priorities for the short- and long-term, gaining a thorough understanding of your outlook, as well as your assets, to develop an individualized financial plan.
Establishing Your Financial Plan
Whether you are looking to establish a giving strategy, purchase another home, or secure your legacy, we design a plan to help meet your specific goals, within your time horizon and tolerance for risk.
Integrated Investment Strategy
We integrate your financial plan with an investment strategy that supports your larger, personal objectives. An Investment Policy Statement outlines your investment goals and objectives along with the strategies chosen for them. It delineates risk/return objectives, specific investments, your time horizon, tax considerations, and asset allocation.
Regular Management, Monitoring, & Review
Throughout the year, we oversee your financial plan and investment strategy, so that they continue to align with your objectives and the changing marketplace. We meet regularly with you to review your goals and investment objectives as well as coordinate with your other advisors as needed on an ongoing basis.