Broker Check

360 Process

Initial Meeting & Engagement

Initial Meeting & Engagement

We offer a free consultation. We will review your existing financial plan and investment accounts and provide our objective opinion.  Five things we look for when reviewing your current investments and financial plan:

  1. Do your investments match your needs?
  2. Do your investments make sense for your time horizon and goals?
  3. Are your investment fees too high?
  4. Are your assets titled appropriately for your situation? Are trusts right for you?
  5. Does your plan utilize tax mitigation strategies?


When you decide to engage with us, we follow our three step 360 degree process:

Step 1: Planning

Step 1: Planning

We believe every relationship starts with a financial plan. Our 360° Process starts with getting to know you, your business, your goals and dreams. Only then can we begin to develop a roadmap that will provide you with the confidence to focus on what matters most, knowing that we are committed to keeping you on track by reviewing your benefit packages and retirement plans, ensuring you are saving in the most effiecent vehicles to meet your short and long term goals. 



Step 2: Implementation

Step 2: Implementation

We coordinate tax strategies with your CPA and the establishment of trusts and updated wills with your attorney. We work with you on savings strategies, including your retirement plan and 401(k), investment allocations, insurance coverages, and establish giving strategies through trusts or Donor Advised Funds.






Step 3: Follow Up

Step 3: Follow Up

Follow up is the most important step. Life happens and changes to laws and tax codes will occur. We will meet at least annually to review investment performance & allocation, discuss any applicable changes to your circumstances, and make follow up recommendations both to the plan and investment portfolio. This process helps our clients stay on track, invested, and focused on their goals. The only certainty in life is change. No plan is permenant. We will regularly review and make changes to your plan as your goals and dreams evolve. 

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