Our Consultative Process

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Charting a prudent course to financial independence requires a well-conceived, personalized plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes:



Before our first meeting, we suggest that you take a fresh inventory of your wealth, including where each asset is located and what it is worth. At that meeting, we will begin by exploring many questions to try to capture what matters most to you and fully understand what you want to accomplish with your wealth. We will talk about you, the kind of lifestyle you enjoy, what you're passionate about and what worries you. Our conversation will also explore your values, key relationships, total assets, the preferred manner of communication, as well as identify the other professional advisors with whom you work. That way we can help you determine how all the facets of your financial situation could dovetail effectively. 

Analysis and recommendation

Based on our discussion, we will analyze your personal and financial information, including liabilities, and assess risks and identify potential threats to your financial health. We will present you with a personalized plan that can help address your income and cash flow needs, borrowing requirements, asset protection, retirement planning, wealth transfer, philanthropy and other areas beyond investment management. By taking the additional time to carefully review these topics, we hope to make you comfortable with proposed investment strategies and service providers before implementing your wealth plan.


After you have approved your wealth plan, we will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance and integrate with each other. Wherever appropriate, we will suggest seeking additional, in-depth advice on particularly complex issues we have identified; including family dynamics, estate planning, lending, tax planning strategies and more. Whatever approach we decide on, we will help you keep your wealth management plan on track.

Reviewing Objectives

We believe that ongoing communication is a vital component of our ongoing relationship, and we committed to keeping abreast of your changing financial needs. Your financial documents provide the foundation for regular meetings, and we will review your portfolio at your request and whenever you feel that your circumstances have changed. We will then seek to make certain that your assets are positioned according to your evolving needs. If necessary, we will suggest adjustments to your strategy to address changes in your circumstances or your objectives.