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Our Process

We begin with a series of discussions aimed at gaining an understanding of your current situation, short and long term goals, concerns, possible transitional events, risk tolerance and any other relevant factors. We also discuss your expectations for and understanding of the financial planning and investment process.

Analysis and Planning:
After evaluating this information, we will share our findings and ideas with you and help you select the strategies that are most appropriate for your specific needs.

Once you have approved your plan, we will execute the specific suggestions and strategies.

We have regular discussions with you to review the progress towards your current goals and adjust for life events and changes in goals. We monitor changes in the market and economic environment that could affect your investment strategy and propose adjustments as needed.