Broker Check

Our Process

We employ a five-step process to gather information about where you are today, gain insight into your future aspirations, and provide strategies to help you succeed.

1. Identify and Prioritize Your Goals

Together, we will define your personal and financial goals, discuss short-term and long-term time frames, and discuss how you feel regarding investment risk.

2. Analyze and Evaluate Your Assets

We will then consider all aspects of your situation to determine what you need to do to meet your specific goals. Depending on what those goals are and what we determine your main concerns are, we may analyze your assets, liabilities and cash flow, current insurance coverage, investments, or tax strategies.

3. Strategize and Develop a Plan

We will review our financial recommendations based on your risk profile and past conversations, explaining the rationale so you can make informed decisions.

4. Activate and Implement Your Plan

Once your full financial plan is established, your advisor will activate and implement the recommendations agreed upon.

5. Monitor and Adjust Your Success

As you work towards your goals, you and your advisor will monitor your progress to make sure you’re staying on track. Your advisor will check in from time to time, reviewing your situation and making any necessary adjustments to their recommendations based on changes in your life.

As your financial advisors, we tailor our process and services to fit your needs. Contact us to get started. We welcome the opportunity to speak to you.  |  215-874-6422