Our Affiliates

Our Process

Finance can be complex. We’re here to help simplify the process. Through one-on-one conversations, we’ll get to know you and your goals, breaking the process down into four easy steps:

1. Where are you now?

Through an initial, personalized consultation, we’ll get to know you, benchmark your current assets, and define your goals for the short- and long-term.

2. What kind of risk?

Knowing your openness to risk helps us outline the strategies that may be right for you. We’ll walk you through your options and help you understand the associated risk.

3. Do risks and goals align?

Here, we’ll figure out if we need to adjust your risks or goals and start to define the investment strategies to make this happen.

4. What’s our strategy?

We’ll work to determine the most cost-effective manner to deliver your personalized strategy. Over time, we’ll monitor and revise to help ensure you’re on track.