Working with you

Wealth management is a long game and building lasting relationships takes time. Our process embodies this philosophy. We don’t rush into client relationships; we take the time to connect with you and make sure we’re aligned philosophically and on our shared goals.

A little bit about our process:

Discovery

In the discovery stage, we’re learning who you are. We want to know about the things that define you – your family, your job, how you like to spend your time, and the direction you see your life heading. This is the groundwork for a deeper conversation about investments and your financial plan. But in that first meeting, our goal is to walk away with a better sense of your risk tolerance and what’s important to you while you gain an understanding of how we’ll help you achieve your goals.

Set-up

If we hit it off and connect in that first meeting we proceed to a more in-depth second meeting, where we start gathering the data we need to formalize the relationship. That often includes an expense spreadsheet that identifies everything you’ll need in retirement to maintain your lifestyle. We establish the accounts and the Investment Policy Statement that underpins your portfolio. We decide on how frequently you want to hear from us and your preferred style of communicating – do you want to meet up quarterly or do you prefer monthly check-ins? This pacing of communication guides our relationship.

Implement and Monitor

Once we’ve formalized the relationship, developed a comprehensive financial plan and designed a goal-oriented investment portfolio, we implement your plan. Nothing is static about it – life changes, unexpected circumstances arrive. We’re here to support you through it all and help you adjust your plan in step with your needs and the life you want to be living. We work with your outside counsel including lawyers and accountants or tap into our network of experts in tax and estate planning, insurance, and corporate law to simplify your financial picture and keep your plan on track.

Our process

Discovery

Establish your goals, needs and motivations.

Set-up

Open accounts and begin transfer of funds.

Implement

Formalize and activate your goal-oriented investment portfolio and financial plan.

Monitor

Realign and revisit your plan as needed to keep you on track.