Our Process We have developed an immersive, client-centric approach that incorporates your current assets, future needs, and long-term goals to craft a financial strategy to pursue your financial goals. These are the core steps of our process:COORDINATE. Successful relationships begin with meaningful conversation. As we begin our financial partnership, we seek to gain a holistic understanding of your unique situation and goals. INVESTIGATE. Working from that foundation, we gather information and search for inefficiencies that might impact your financial plan. EVALUATE. We continually monitor the financial landscape to deliver you a balanced portfolio, including unique opportunities that are sometimes overlooked.EXECUTE. We partner with you to determine the ideal holdings for your preferred asset class, incorporating your risk tolerance and personal philosophies. MONITOR. We conduct regular meetings with our clients to evaluate your portfolio, review your goals, and outline future objectives.