Process

Assess risk tolerance

Initial meetings are goals based, meaning we take time to understand your holistic situation, needs and financial priorities. During these discussions we conduct a risk tolerance assessment designed to understand your approach, purpose and investment mindset.

Develop a plan

Once our team has understood your situation and done its due diligence in research, we talk through potential solutions to get you started or back on track to hitting your financial goals. Since we act as an independent advisor, we think broadly for the needs for our clients as opposed to specific products for commissions.

Portfolio construction & performance monitoring

Lastly, we recommend and implement the investment portfolio. Once implemented, we continue to monitor your portfolio, manage the overall strategy, rebalancing, tax loss harvesting, performance reporting and maintenance.

“Throughout our process the overarching goal is to connect with our clients on a personal level by understanding their needs, listening and collaborating.”