Our Process

Discovery
Meeting

Discovery Meeting

We get to know you and you, us.

Financial Plan
Meeting

Financial Plan Meeting

Discuss how your goals will be achieved and the apects of investing we can control; Time, Cost, Behavior, and Risk. While discussing what we cannot control (uncertainty);Return

Risk
Management
Meeting

Risk Management Meeting

This is when we stress test your financial plan for any possible weaknesses

Scheduled
Review Meetings

Scheduled Review Meetings

Review topics that could impact your future, the success of the current plan and recommend changes when needed.