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Our Process

When building a financial plan, there are many elements to take into consideration. Three of the primary areas of focus are time, risk tolerance, and objective.


Before we start crafting your financial plan, we first look at the time horizon you have set for your goals. How long will your money remain invested? When will your assets be used?

Risk Tolerance

Risk tolerance plays an extremely important role in financial planning. We ask questions such as “what is it about investing that makes you nervous?”, “what is your perspective on volatility and potential short-term losses?”, and more.


Your goals and objectives form the foundation for your plan. What will you use your investments for? What would you like to pursue with the help of an advisor?

After establishing your time horizons, risk tolerance, and objectives, we go through an in-depth process of building your plan. This process includes:

  1. Investment Screening - We screen thousands of investment options and explain them in a way that’s easy to understand.
  2. Personal Evaluation - We want to hear your story. What is your financial situation? What are your goals? Questions like these help us recommend investments that fit your personal situation.
  3. Continual Monitoring - We regularly evaluate our recommendations and keep a close eye on market conditions, trends, and new products. 
  4. Client Contact - Keeping in touch is key because as your life and financial status change, your plan may need to be readjusted. We’ll communicate with you regularly by telephone, email, and newsletters to stay on the same page.

Experience the power of working with an advisor dedicated to your success. Contact us today to get started.