Our Process

Understanding our clients is at the core of our process. From the start of our relationship, we make an effort to understand your needs and your unique circumstances. We work closely with you to identify your financial goals—both in the near-term and in the future—and build a plan to help you reach those goals.

Building that plan involves more than your investments. We engage each client in an eight-step process that includes retirement and estate planning, risk management, cash management and charitable giving strategies.

This planning and discovery process is ongoing. If your needs and goals change over time, we’re here to adjust your strategy to keep you on track. The execution of that strategy is supported by our relationship with the BAM ALLIANCE, a national community of more than 150 independent wealth management firms, united in their commitment to delivering holistic, transparent, evidence-based advice. That relationship gives us, and you, access to the experience, resources, and thought leadership of one of the largest independent advisory groups in the country.

Watch this video on the value of letting your needs and goals drive your financial decisions.