Broker Check

Our Financial Planning Process

Our process is an in-depth and well-defined system.  It is arranged to help make sure that the various components of your assets, income, and expenses are organized in a structured, logical and customized fashion.  Our experienced team members know our clients well and have earned their trust.  Working together with our clients as a team, we carefully assess goals, objectives, risk tolerances and time horizons.  We then align your investments into suitable models, which are carefully developed and regularly monitored by our investment committee. 

Our team is about more than financial products and solutions; we focus on the entire financial process.  Just as the game of golf is not just about the clubs, it’s about the swing and the strategy.  Our process enables our clients to approach their future in a more clear, confident and capable manner.  This includes regular monitoring through quarterly reviews calls and in-depth annual update meetings to help our clients stay on track to their goals. 

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial planning needs, and we work hard to earn their loyalty every day.  We strongly believe and operate our practice under the premise that a client referral is the best compliment that we can receive.