Phase I: Discovery

We begin this phase during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. We do this by gathering information and prioritizing your goal.

Phase II: Vision

The primary objective of this phase is to combine the information you provided with the goals you want to achieve. We then begin to create a vision of your financial future. By the end of this phase we will have the vision of your personal goals.

Phase III: Strategy

Now with your goals before you, the next phase is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase IV: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase V: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.