Broker Check

Our Process

We offer simple solutions to complex financial problems. To do that, we focus on learning about our clients and what makes them unique.

Our clients are part of our process from the beginning; we keep you involved and make sure you understand what we are doing and why we are doing it.

Part of our fact finding interview might include the following questions:

  • What changed in your life that brought you to visit us?
  • What financial experiences have you had in the past?
  • What was the worst financial decision you ever made?
  • What was the one investment you didn’t make but wish you had?
  • What have you done so far?
  • How do you keep track of your investments?
  • What are your top three financial priorities?
  • How do you track performance of your investments: by relative return, absolute return or progress toward your goals?
  • Knowing where you want to be, what challenges do you face to get there?
  • How can we best help you?

We start and end with your dreams. Your goals remain the centerpiece of our recommendations and strategies