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Our Process

Whether you're seeking investment management advice, a business continuation strategy, or general financial planning guidance — we believe the best approach is a thorough one!

Analytical, disciplined and personalized, we follow a rigid process that ensures no stone is left un-turned. Our approach has been carefully developed over decades of practice, and is supported by the best modern theory.

In the discovery phase, we collect tax returns, statements, insurance documents, and estate plans to ensure we have a clear and comprehensive perspective of your finances. Next we'll identify your goals, aspirations, and narrow down your investing timeline.  These goals, along with the data we've gathered, form the basis of your unique financial plan.  Once the plan has been created, we'll handle the implementation and investment selection process with an eye toward your risk tolerance and objectives.  Lastly, we carefully monitor and review your plan to ensure that you are on track to meet the goals we've set together. 

Through it all, our exceptional breadth of knowledge allows us to counsel more comprehensively. As a planning-centric firm, we dive deep so you can move through life having absolute confidence that your financial affairs are in order.