Plan

Wealth management you can understand and that understands you.

Our relationship begins by having a conversation about what money means to you. We take a holistic approach to understanding your financial situation, so that we can craft a plan that puts you on a secure path towards your goals.

You will finally understand your finances. We promise no complicated financial jargon will be spoken here.

Grow

Wealth Management that evolves with you.

Our strategy focuses on growing your wealth. We systematically evaluate and reassess your financial position based on your values, goals and life changes.

When you partner with our team, you’ll understand where your money is being invested and why, how your investments are performing, and how much it’s costing you. Your investment plan grows with you.

Protect

Wealth Management that safeguards you, your family and your future.

Even the best financial plans are susceptible to risk. We proactively take measures to protect it. We collaborate with your team of advisors and provide you access to our network of trusted specialists including attorneys, accountants, insurance advisors and everyone in between. With our Plan Grow Protect® Approach, you will feel secure about your financial future. You can confidently live your life while we take care of the rest.

Our 5-step Plan•Grow•Protect® Approach

Learn • Listen • Research

We begin by establishing a relationship with you. During our first meeting, we conduct a discovery interview where we listen and learn about your interests, values, goals, personal and professional relationships, as well as assets. This enables us to create financial solutions uniquely tailored to you.

Strategize • Recommend • Communicate

Using proprietary technology, experience and your financial objectives to guide us, we present you with the first draft of your investment plan, discussing potential risks and rewards that this plan entails. This plan forms the foundation of your investment strategy, and all of our work together.

Present • Discuss • Confirm

When we have come to a mutual decision about whether the strategy we presented to you makes sense, we proceed by signing an agreement and your finalized strategy becomes our roadmap for coordinated action. We then execute the documents necessary to put your investment plan into motion. Welcome to our family of clients!

Execute • Oversee • Implement

This is your first meeting as our client. We deliver your comprehensive financial plan, which includes advance planning pieces such as college savings, estate planning, insurance, retirement planning, taxes and more. We make adjustments at this stage to make sure you leave with a clear picture of
your financial affairs.

Return • Review • Reconnect

Through our regularly scheduled progress reviews, we enhance your wealth and your life. We address all life changes that impact your financial plan and monitor that you are on track to achieving your goals. We find ways to simplify your life and handle the legwork needed. This is simple and elegant ongoing wealth management.

Discover

Initial Research Phase

Learn • Listen • Research

We begin by establishing a relationship with you. During our first meeting, we conduct a discovery interview where we listen and learn about your interests, values, goals, personal and professional relationships, as well as assets. This enables us to create financial solutions uniquely tailored to you.

Investment Plan

Presentation of Investment Strategy

Strategize • Recommend • Communicate

Using proprietary technology, experience and your financial objectives to guide us, we present you with the first draft of your investment plan, discussing potential risks and rewards that this plan entails. This plan forms the foundation of your investment strategy, and all of our work together.

Mutual Commitment

Confirmation of Agreement

Present • Discuss • Confirm

When we have come to a mutual decision about whether the strategy we presented to you makes sense, we proceed by signing an agreement and your finalized strategy becomes our roadmap for coordinated action. We then execute the documents necessary to put your investment plan into motion. Welcome to our family of clients!

Foundation

Organization of Account Paperwork

Execute • Oversee • Implement

This is your first meeting as our client. We deliver your comprehensive financial plan, which includes advance planning pieces such as college savings, estate planning, insurance, retirement planning, taxes and more. We make adjustments at this stage to make sure you leave with a clear picture of
your financial affairs.

Progress Review

Account Review and Advanced Plan Implementation

Return • Review • Reconnect

Through our regularly scheduled progress reviews, we enhance your wealth and your life. We address all life changes that impact your financial plan and monitor that you are on track to achieving your goals. We find ways to simplify your life and handle the legwork needed. This is simple and elegant ongoing wealth management.