Our Process

What’s holding you back from being as financially successful as you would like to be? Are you holding baggage, either knowingly or unknowingly, regarding money? What would your financial life look like if you had a healthy relationship with investing?

These are a few of the questions that jumpstart our process when building your financial strategy. We get to know you on a deep level to understand even the most intimate aspects of your personal and financial lives. Then together, we build plans customized to your goals.

Below is an outline of the process we implement with you to assure all moving parts are in order:

Establishing Our Relationship: Successful planning starts with trust. We dedicate our initial meetings to learning about you and your life, both inside the financial world and beyond it.

Gathering Data and Goals: We seek to gain a thorough understanding of who you are and what you value most. Working from that foundation, we can create your custom plan and build a framework for your future.

Evaluating Financial Status: In addition to exploring your goals, we analyze your risk tolerance, business commitments, family situation and more. By conducting a thorough evaluation of your current financial situation, we can develop strategies engineered to achieve your goals.

Developing and Presenting Our Recommendations: All of our proposals are dependent upon your review and endorsement. Through all stages of our partnership, we are committed to enhancing your understanding of the strategies in place.

Implementing Your Plan to Action: To protect your financial future, we will ensure all areas of your plan meet your expectations. As our advisors implement your custom strategies, we will coordinate our process with additional members of your team, including legal, accounting and trust professionals.

Monitoring Portfolio Progress: Truly comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. We will stay vigilant and work alongside you to promote your continued success.

This process allows us to develop a plan that is right for you and provides us with the opportunity to dig deep into how you view your finances. In Chris’ book, Reveal the Rockefeller Within, he talks a lot about building a healthy relationship with money. Through this process and our comprehensive approach, we can break down where you are today and help you get to where you want to be.