Our Process

Our Flagship Financial Process:

STEP 1: BUILD A RELATIONSHIP

First, we get to know you so that we can best assess your needs. >>

Then we explain our approach to wealth management, review the overall financial picture and listen carefully and accurately to understand your goals. We also help you consider the big picture for your future, so that together we can make the financial decisions and life choices to help you get where you want to be.

STEP 2: IDENTIFY GOALS & PRIORITIES

Next, through our detailed discovery process, we refine and prioritize your top goals. >>

We take the time to outline goals for wealth, risk, investments and tax management. We come to an agreement regarding these established goals and set appropriate timelines for each.

STEP 3: CREATE IMPACT & ALIGNMENT

Then, we create a customized plan that encompasses all aspects of your finances. The plan is a blueprint upon which we build the portfolio. >>

We review and fine-tune you plan and begin discussions regarding your portfolio allocation and risk tolerance. We design the portfolio based on personal values and priorities and work to develop and execute your customized plan. We make sure to closely monitor that your portfolios are invested prudently and appropriately. We set the plan in motion and keep our clients informed about their progress every step of the way.

STEP 4: SET INTENTIONS & ACCOUNTABILITY

In this final step, we help identify ways to leverage your passions and talents to help you enjoy more purpose, balance and impact in your life. >>

We offer value to our clients' lives so that they can enjoy more balance, inspiration and fulfillment, while achieving their future goals. The resources that we provide help our clients as they develop their Inspired Life Purpose into their third phase of life. We help clients identify what true wealth looks like for them and then we work together to ignite this vision into reality.